The Institutional Ledger
Investment research & market insights from our team.
Market Perspectives
Explore how gold adapts to shifting monetary, macro, and market conditions. Learn the view of gold as a tactical diversifier, its role in uncertain policy environments, and the structural forces shapi...
Market Perspectives
Public markets have surged ahead of private equity and venture capital since 2021, driven by liquidity and rapid price discovery. But private markets are adapting—offering improved investor terms, AI-...
Market Perspectives
Government shutdowns in the U.S. are typically brief with modest economic impact, though short-term market dislocations may create investor opportunities.
Market Perspectives
Court ruling challenges Trump’s tariffs, but appeals and alternative strategies suggest tariffs may remain a key revenue source into 2026.
Market Perspectives
Biotech is evolving post-pandemic. FEG explores renewed opportunities, market resets, and why patience, expertise, and vigilance matter most.
Market Perspectives
Despite tensions, financial impact of Israel-Iran conflict remains contained. Energy prices and energy-intensive stock sectors will likely remain volatile
Market Perspectives
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.
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.
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