Investment Strategy: Back to the future: Historic capital spending
Back to the Future…
Investment Strategy: Equities Spotlight: Weak fundamentals limit upside for U.S. small caps
Equities Spotlight: Weak fundamentals limit upside for U.S. small-caps
Market Commentary: Can higher Treasury yields upset the market rally?
U.S. Treasury yields have moved up sharply since late February…
Chart of the Week: M&A deal multiples witness gradual growth
Global Merger & Acquisition activity….
Chart of the Week: Is record credit insurance a cause for investor concern?
2026 is likely to be a record year for corporate credit issuance, fueling investor concerns about excess supply, significant artificial intelligence (AI)-related debt issuance, and potentially higher risk premiums in credit markets.
