EQUIPPED FOR CHANGING TERRAIN
Change transforms where opportunity lives. Learn how alternative assets may help prepare portfolios for the road ahead.
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Top picks
Article |
Equities
Investors often associate large cap equities with passive strategies, especially in large cap blend. This is not surprising given that over the past three years, the median manager in the active large cap blend space outperformed the benchmark only 3% of the time after fees.
Reports |
Macroeconomic
Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Checkpoints delivers detailed views on major asset classes, including global equities, fixed income and real assets.
Macroeconomic
A surge in energy prices pushed the latest U.S. Consumer Price Index (CPI) reading above forecasts, reinforcing the case that inflation could remain higher for longer. Higher energy prices have also increased market volatility and uncertainty around the path of interest rates.
Chart of the week |
Macroeconomic
Although companies benefiting most directly from AI-related capital spending are the main drivers of higher earnings, strength is no longer confined to that group. Earnings across the broader market remain solid and are expected to grow more than 10% this year and next, suggesting the risk of concentrated market leadership may not be founded.