Global
South Korea Crisis: The Bigger Picture…
Thin Is Back In! How Budgets, Growth, And Valuations Will Be Leaner Than Expected In 2025…
ISM Manufacturing: More Than Meets The Eye…
November In Review…
The post-COVID recovery has been one of excesses. Government deficits have ballooned, tight labor markets have led to a windfall of consumer spending, and equity valuations have soared on the back of lofty growth expectations. But these excesses will no longer be sustainable in 2025. Our theme for next year is Thin Is Back In. Government budgets, economic growth, and equity valuations will be leaner than investors expect. We discuss this the reasoning behind this macro view and the asset allocation implications that follow from it.
Will Trump Be Bullish Or Bearish For Commodities…
Today's Buyout Reality - From Large To Lower Middle Market…
On Trump And Tariff Threats…
Ifo Confirms Softening European Momentum…