INSIGHTS

2020 Themes and Outlook

We outline five key themes for 2020 in our latest video and written commentaries. While there is little to no evidence that the U.S. economy will slip into a recession over the next 12 months, we expect volatility to accelerate as we move through a Presidential election year, face growing geopolitical tensions and navigate through the longest economic expansion in U.S. history.

Click here to read PDF commentary.

Special Volatility Report

2022 Q1 Market Commentary: This Time is Different

2022 Q1 White Paper: A Look at Recent Geopolitical Tensions

2022 Themes and Outlook: A Shifting Global Economy

2021 Q4 White Paper: ESG Investing

2021 Q3 Market Commentary

2021 Q3 White Paper: Stagflation

2021 Q2 Market Commentary

2021 Q2 White Paper: Irrational Investing Spotlight

2021 Q1 Market Commentary

2021 Q1 White Paper: Game Over?

2021 Themes and Outlook

2020 Q3 Market Commentary

2020 Q4 White Paper: Politics and Portfolios

2020 Q3 White Paper: Private Markets

Webinar: 07.22.2020 M&A experts share their wisdom