Public Proxy for Private Credit

March 31, 2026

Private credit has grown rapidly, but limited transparency clouds risks. Falling BDC prices suggest markets may see declining value in private credit assets.

Quarterly Review: Stocks Pull Back from Highs as Markets Are Tested

March 25, 2026

US Small and Value Opened Strong in 2026

March 23, 2026

AI Data Centers and Emissions Q&A, Part 2: Impact on Carbon Footprint

March 17, 2026

Geopolitical Risk

March 11, 2026

Insights & Updates

February 27, 2025

Which Country Will Outperform? Here’s Why It Shouldn’t Matter.

Global stock returns are unpredictable, making it hard to pick outperforming markets. Diversification helps investors navigate this uncertainty.

February 21, 2025

Tariffs and Stagflation

For investors concerned about the possibility of rising inflation and economic contraction, the historical data offers reasons for optimism.

February 18, 2025

How Extreme Was Recent Large Growth Outperformance?

Investors concerned about US small value stocks’ recent relative returns should be aware of how extreme large growth’s outperformance has been.

February 7, 2025

Looking Beyond NVIDIA

Tech giants have surged, but NVIDIA’s drop is a reminder to stay cautious about betting everything on the "Magnificent."

January 30, 2025

Tariff Trepidation

For investors wondering what increased tariffs could mean for markets, recent history offers perspective.

January 24, 2025

Can You Predict Postelection Winners?

The types of businesses that stand to benefit from a new administration may seem predictable, but be careful about letting that factor into your allocation.

January 17, 2025

Prediction Season

The start of a new year is a great time to reflect on the past, set goals for the future, and tune out predictions from the financial industry.

January 14, 2025

An Investing Plan for This Year: Doing Less Can Lead to More

Achieve more when investing in 2025 by planning to work smarter, not harder. These three strategies can help put you on the right track and keep you there.

January 6, 2025

Market Review 2024: Stocks Overcome Uncertainty to Notch Another Strong Year

Stocks weathered rate changes and election uncertainty, with the S&P 500 posting back-to-back gains of 20% or more for the first time in a quarter century.

December 20, 2024

Reality Check: Capital Market Assumptions vs. Actual Returns

Our study of past capital market assumptions issued by investment firms suggests investors should be cautious when using these forecasts to build portfolios.