Head of Public Policy Jason Cole and Chief U.S. Economist Lara Rhame dive into what the Republican win means for markets, policy and the economy.

As rates have risen again, our chart looks at the limited duration profile on below investment grade markets.

We believe the Fed should take a cautious approach to cutting rates, despite the short-term benefit to financial markets.

The investment opportunity set has changed in 2022. This week’s chart looks at signs of balance between U.S. and international stocks.

Private debt has grown from niche asset class to a heavyweight due to multiple structural shifts in capital markets—and its growth has shifted the opportunity set for both investors and borrowers.

The S&P 500 has hit a fresh new high. Are stocks ready for a pullback? This week’s chart looks at the split between equities and earnings.

This Fed rate hike cycle remains on a slow and shallow trajectory

With cash yielding 5%, the allure of asymmetric returns has become even more compelling. We explain why, in today’s high-risk-free-rate environment, the value proposition of alternative investments is stronger than ever.

Against an exceptionally optimistic economic outlook, we analyze previous cycles to understand what may come next for stocks.