Insights

A near-record bull market has prompted worry among investors about how and when this economic cycle may end. One of history’s most prolific investors in the space of macroeconomic forecasting, Ray Dalio, is a disciplined student of the markets...

While it seems that almost all asset classes put smiles on investor faces, the path there was neither simple nor straightforward. In hindsight, the collaboration from global monetary policy makers (albeit not entirely in harmony), infused liquidity into economies during a period where geopolitical uncertainty seemed to rule most days...

The search for alternative investment opportunities has become increasingly mainstream through the past decade. Once seen as the domain of institutional investors, alternatives that employ private capital has become a more common conversation in retail households. The interest is a natural outcome of investors seeking greater opportunities for returns that provide diversification to buffer against downturns. Thus, the unicorn search begins..

Throughout the investment management industry, an increasingly important topic centers upon ESG, an acronym for Environmental, Social, and Governance impact of corporate policy. Managers of public and private organizations consider the effect of decisions upon broad stakeholders, above and beyond shareholders...

The breadth of risk factors that we currently read in the headlines is daunting. However, when taken as a whole, several baseline indicators of market health point towards relative stability for the time being...

As investors return from their summer travels and re-assess their portfolios, they will find the equity valuation levels at odds with the discord in Washington and abroad. This is due to two powerful tailwinds at the back of the equity markets, the recent return of fed easing, and continued US consumer spending...