Market Insights

Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.

I may have mentioned this before, but as a young lad, I had a very healthy appetite. Consequently, when deciding on a hobby, I prudently elected to go with “cooking”. My experiments included making fudge and my mother dutifully supplied me with sugar, vanilla and helpful advice.

This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.

Explore the Federal Reserve's March 2025 policy decisions, economic outlook, and investment strategies amidst rising uncertainty and stagflation risks.

Explore the potential market scenarios in 2025 with Meera Pandit's insightful analysis on tariff turmoil, trade truces, tax cuts, tech tumbles, and inflation spikes. Discover how these scenarios could impact equities, yields, and your investment portfolio. Learn about the importance of diversification and alternative investments in navigating volatile markets.

I was at a conference last wI was running along the roads of our neighborhood last weekend when I came upon a small herd of deer. I often see these beautiful but dopey creatures at dawn as they wander aimlessly in the middle of the road. eek and a financial advisor asked me what I thought he should say when a client asked him what was so bad about tariffs.

Discover the driving forces behind the impressive 15.1% rise in Eurozone equities in 2025. Explore how fiscal policies, structural changes and key sectors like Defense and Aerospace and Banks are fueling growth. Learn about the impact of geopolitical events, government spending and market dynamics on Eurozone's economic outlook. Stay informed with expert insights and analysis on the sustainability of this market rally.