12.22.2025

The Secondary Option

Private equity is known for being an illiquid asset class, with investments typically locked up for several years and limited…

12.15.2025

Big “Issues” for Big Tech

While technology-oriented firms have made their presence known in equity markets for several years, these companies have made waves in…

12.10.2025

Small Caps: Unprofitables Lead, Active Managers Lag, But Can it Last?

At the start of 2025, very few could have predicted the wild ride that awaited equity markets. After a volatile…

12.08.2025

An “Imbalancing” Act

Germany is on pace for a record-breaking trade deficit with China this year, with Chinese exports originally intended for the…

12.01.2025

The Asymmetry of Unemployment

A fundamental characteristic of U.S. labor markets is the pronounced asymmetry in unemployment dynamics, as joblessness rises anywhere from three…

11.24.2025

Don’t Call It a Comeback, Gold’s Been Here for Years

With gold now trading near $4,000 per ounce after a steady multi-year climb, investor attention has turned to the potential…

11.17.2025

Central Bank Examination

After a largely synchronized hiking cycle beginning in 2022, there has been a slight divergence in interest rate policies across…

11.10.2025

Assessing the Damage

Over the weekend, the Senate overcame a key procedural obstacle in its attempt to end the record-breaking government shutdown, as…

11.03.2025

No Small Headwind for Small-Cap Managers

Small-cap equities are in a prolonged period of underperformance relative to large-cap stocks, but this trend has shown early signs…

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