Stocks Near a Record High, and Bonds Reverse Course
Kristin Bradbury analyzes global stock and bond markets in 4Q23.
Grim Economic Forecasts Successfully Thwarted
Kristin Bradbury provides an assessment of the global economy in 4Q23.
Risky Business Update: Our 2024 CMAs Change the Equation
Julia Moriarty provides an update to our famous “Risky Business” pie charts using our latest Capital Markets Assumptions.
Exclusive 2023 Study Analyzes Investment Management Fees for Institutional Investors
Butch Cliff summarizes his comprehensive look at investment management fees paid by institutional investors in 2022.
ILS on Pace for Banner Year in 2023
Sean Lee discusses the returns for insurance-linked securities (ILS) for the year-to-date.
Most Hedge Fund Strategies End Quarter Slightly Higher
Joe McGuane analyzes hedge fund performance in 3Q23.
Stunning Growth in U.S. Economy as Clouds Loom
This blog post analyzes the economy in 3Q23.
Private Credit Returns Exceed Those of Leveraged Loans
Catherine Beard and Roxanne Quinn analyze 3Q23 private credit activity.
Private Equity Investors Focus on Exits as Activity Drops
The Alternatives Consulting Group provides an update on private equity performance in 3Q23.
Private Real Estate Falls While REITs Lag Equities
Munir Iman and Aaron Quach assess 3Q23 real estate performance.