Investment Perspectives

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Market-Fed Alignment Is Welcome, But Not Enough

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The last mile to the 2% inflation target needs to be run with economic well-being firmly in mind.

The Mystery Of U.S. Interest Rates

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Why is the long-term real safe interest rate so far above the neutral level?

The Hunt For Alpha: Six Themes To Watch In Private Markets

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Private markets can provide investors with thousands of unique strategies and uncorrelated assets that add significant value to a portfolio.

The Stock Market Is Running Low On Inspiration

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The Fed is stuck on hold, consumption is cooling, and we can't count on the AI bellwethers to save us anytime soon.

Private Credit Has Had Its 15 Minutes Of Fame

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Direct lending's boom years are behind us. Bankers and private equity titans are pleased.

The Temptation Of Frontier Markets

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As several African countries return to international capital markets, at least two dangers loom on the horizon.

The Fed Will Slow QT. What Matters Is Where It Stops

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The issue of when to slow the pace of quantitative tightening has become more pressing.

Q4 2023 Earnings: The Winter Thaw Has Begun

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Companies are in a good place and continue to see an improving economic picture.

Single-Stock ETFs Are Surging In A Market Known For Diversity

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The emergence of these ETFs has allowed investors new ways to concentrate on a single company.

Look For Munis To Behave Like Bonds Again In 2024

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Municipal bonds can offer tax-exempt income and provide portfolio diversification.

Gold Shines Brighter Than Ever

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The recent rally in gold does not appear to be just another flash in the pan.

How High Will The Stock Market Go In 2024?

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New semi-annual survey predicts the S&P 500 will end the year essentially flat.

International Women's Day: Investing In Women

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International Women's Day serves as a powerful reminder of the ongoing struggles women face in the modern workplace.

In Defense Of The 60-40 Portfolio

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Bonds are back as an income producer, and equity markets have reasonable valuations through a long-term lens.

Why The Next Economic Cycle Will Favor Credit Investments

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Tim Thran of Bluerock discusses the factors contributing to the growing opportunity in private credit markets.

What's Behind The U.S. Stock-Market Disconnect?

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There is little reason to believe that the current rally can last.

Sponsored Content: Uranium Miners--Running With The Bull Market

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Physical uranium was one of the best-performing assets in 2023, and the start to 2024 has been no different.

Buffett's Annual Letter Should Be Required Reading For CEOs

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The Oracle of Omaha's latest advice isn't only for investors.

ETFs In Nuclear Power Thrive

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The search for greener energy and advances in technology have led to renewed interest in nuclear power.

Buybacks Are Back

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After a brief lull in 2023, buyback activity appears to be back this year.

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