FEG

Research Review

Research Review: July 2024

The first month of the third quarter presented global asset allocators with several important thematic market shifts, including a pullback across the “Magnificent 7” (Mag 7) stocks, a rotation into th...

Research Review

Research Review: Second Quarter 2024

The second quarter was dominated by a quickly shifting global macroeconomic picture with certain financial market themes remaining firmly in place. The most notable theme was the continued strong perf...

Research Review

Research Review: May 2024

Following a bumpy April in which many key sectors across the financial markets faced performance headwinds amid a backup in interest rates, May brought a reversal of fortune in the form of interest ra...

Private Capital Quarterly

First Quarter 2024 Private Capital Quarterly Review

The Power Question: AI, Data Centers, and the Thirst for Energy It is difficult for those of us who focus on real assets not to observe the almost daily headlines regarding the widespread adoption of ...

Research Review

Research Review: April 2024

Upside inflationary surprises helped drive a pullback across the financial markets in April, as interest rates and the U.S. dollar (USD) climbed higher amid a further reduction in the bond market’s ex...

Research Review

Research Review: First Quarter 2024

Risk takers, particularly those with a domestic orientation, were handsomely rewarded in the first quarter of 2024 as U.S. large cap stocks—i.e., S&P 500 Index—advanced to a record high and credit...

Research Review

Research Review: February 2024

Performance across the financial markets remained mixed in February for the second consecutive month, with some data released during the month suggesting a potential stall in progress on the Federal R...

Research Review

Research Review: January 2024

On the heels of positive performance across most global asset classes and categories in the fourth quarter of 2023, the first month of 2024 presented investors with mixed performance to begin the new ...

Private Capital Quarterly

Fourth Quarter 2023 Private Capital Quarterly Review

Guiding Private Equity Through Turbulence The last few years have been turbulent by any measure, and the turbulence caused by economic uncertainty and geopolitical unrest in 2023 is expected to contin...