Market Perspectives
Trade, Tariffs and Bears: Using Lessons from the Past to Weather Today’s Market Volatility
As markets react - and sometimes overreact – to everchanging direction on tariffs, the news is shaking markets and sentiment.
The Institutional Ledger
Investment research & market insights from our team.
Market Perspectives
As markets react - and sometimes overreact – to everchanging direction on tariffs, the news is shaking markets and sentiment.
Market Perspectives
Explore why fixed income investments matter in 2025. Learn about the Fed model's caution, the role of bonds in dampening equity volatility, and opportunities in private debt for improved yields.
Fourth Quarter 2024 Private Capital Quarterly Review - The Private Capital Quarterly looks at performance and trends in venture capital, buyouts, private debt, private real estate, and natural resourc...
FEG's Research Review looks at the Economic update for the Fourth Quarter of 2024, and an asset review for Equities, Fixed Income, Real Assets, and Diversifying Strategies.
“Santa Claus Rally" Remained Elusive But 2024 Handed Investors Broad-Based Gains. The Same As It Ever Was.
FEG's Research Review looks at the Economic update for November 2024, and an asset review for Equities, Fixed Income, Real Assets, and Diversifying Strategies.
FEG's Research Review looks at the Economic update for October 2024, and an asset review for Equities, Fixed Income, Real Assets, and Diversifying Strategies.
Third Quarter 2024 Private Capital Quarterly Review - The Private Capital Quarterly looks at performance and trends in venture capital, buyouts, private debt, private real estate, and natural resource...
Benjamin Graham, Warren Buffet’s mentor and author of the seminal work Security Analysis, is often paraphrased by Buffet with the quote, “In the short run, the market is a voting machine, but in the l...
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