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Investment strategies for a late-cycle environment
David Lebovitz says, a bit of optimism is priced in to equity markets, but valuations are not unsustainable, rather markets need to grow into these valuations.
Changes in market structure over the last 10 years have led to swifter, deeper selloffs and quicker snapbacks, according to Samantha Azzarello.
Supply disruptions out of Iran will be offset by an increase in production from other OPEC+ countries, according to Jordan Jackson.
With more and more companies now privately held, investors have shifted their focus to how they can exit these investments and get their money back.
Last year, buybacks were all the rage; this year, the pace of share repurchases has slowed, but the pace of mergers and acquisitions (M&A) has accelerated.
This greater economic stability should bolster international earnings expectations, halting the decline seen over the past 18 months.
In today’s investment environment rates are lower, this inflates the value of future cash flows and pushes equity market multiples higher.