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Is the global economy out of gas?
Is the global economy out of gas?
The global macro backdrop is uneven as some regions are proving more resilient in the face of challenging...
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What is specialty finance?
What is specialty finance?
Investors may be familiar with corporate and commercial real estate markets, but less so for specialty...
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Time to invest in commodities?
Time to invest in commodities?
With core inflation remaining stubbornly high, is it time to invest in commodities?
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The state of the mortgage market
The state of the mortgage market
What is the state of the mortgage market and why are agency mortgages attractive?
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Summer's not cancelled - consumers will be spending
Consumer discretionary stocks such as airlines look attractive.
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Professional Investors
Want outperformance? Southern European markets are hot
Want outperformance? Southern European markets are hot
Southern Europe is having its best start to the year in a long time, but drilling down to the underlying...
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Healthcare companies - liberated from Covid pressures?
Healthcare companies - liberated from Covid pressures?
Credit quality should improve as volatility subsides.
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The $1.5 trillion opportunity
The $1.5 trillion opportunity
With the largest downturn in commercial real estate since the global financial crisis on the horizon...
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The state of credit markets
The state of credit markets
Investment grate, high-yield, or both? What instruments are most attractive in credit markets at the...
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Professional Investors
The number of funds is too damn high
The number of funds is too damn high
Investors are wading through the alphabet soup to find the right fund.
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Professional Investors
What would Warren do? The stocks that Buffett is backing
What would Warren do? The stocks that Buffett is backing
From utilities to railroads, there are infrastructure opportunities for long-term investors.
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Professional Investors
Has a new bull market begun?
Has a new bull market begun?
The jury is still out as to whether the next US bull run is underway because the market's rally remains...
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