A new wave of mega-IPOs could reshape public markets, with SpaceX, OpenAI, and Anthropic among the highest-valued private companies ever created. Their eventual listings will mark a new chapter for passive investing, as unprecedented amounts of market value enter major indexes and become incorporated into index-based investment strategies.
Read MoreThe U.S. and Israel launched coordinated strikes on Iran over the weekend, drawing retaliatory strikes across the Gulf and Middle East and closing the Strait of Hormuz. Markets have so far responded with more discipline than alarm — but the variables that matter most are still unresolved.
Read MorePresident Trump’s sweeping tariff policy has injected fresh uncertainty into global markets, amplifying concerns around trade dynamics, economic stability, and geopolitical strategy. In this turbulent environment, investors are challenged to disentangle what is certain, what remains uncertain, and what is truly significant.
Read MoreRising inflation fears, shifting monetary policies, and geopolitical instability are unsettling markets and investor confidence. This research note examines the challenges, outlines a measured approach to managing risks, and reflects on taking advantage of the opportunities being created.
Read MoreAugust 2024 started with a swift drawdown in markets. As with many such corrections, a major contributor was leverage.
Read MoreA disquieting apprehension about inflation has drifted into the public consciousness. The headlines say that inflation is better. Why don’t we feel that way?
Read MorePart opportunity zone, part danger zone, part social good – the trick is figuring out how much of each lies in the real estate industry’s newest investment niche, real estate opportunity zones.
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