Navigating Global Markets

Market Perspectives

Assessing the Impact of the Israel-Iran Conflict

This conflict adds to global uncertainty. We believe it is likely 2025 will remain a volatile year. FEG will continue to monitor the evolving situation.

Industry Perspectives

Educational Experience, Portfolio Management and Community Connection: Dayton’s Three Criteria for Running A Student-Led Investment Club

The Davis Center at The University of Dayton teaches students the stock analysis and portfolio management skills they need to prepare for real world experience.

Portfolio Insights

First Quarter Portfolio Insights: Spring Forward, Fall Back

“Santa Claus Rally" Remained Elusive But 2024 Handed Investors Broad-Based Gains. The Same As It Ever Was.

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.

Market Perspectives

Fixed Income Today: Why Bother?

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

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...

Research Review: Fourth Quarter 2024

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.

Fourth Quarter 2024 Market Commentary: Same As It Ever Was

“Santa Claus Rally" Remained Elusive But 2024 Handed Investors Broad-Based Gains. The Same As It Ever Was.

Research Review: November 2024

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.