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Fed Chair Congressional Testimony: Has the Market Played Favorites?
Stock investors loved Alan Greenspan because the policies he pursued during his…
When Hindsight Becomes Foresight: Replicating Investment Performance
Introduction We have analyzed dozens of public and private market investment strategies,…
The Predictive Power of the Yield Curve
“ur mind is strongly biased toward causal explanations and does not deal…
Commercial Real Estate Today: An Overview
Our primer on commercial real estate (CRE) investing explored the core components…
Factor Portfolios and Cap-Weighted Benchmarks: Bridging the Tracking Error Gap
Despite a brief return to normalcy in 2022, equity factor strategies have…
Come Together: M&A Trends in Canada
Hookups just aren’t what they used to be. The worldwide value of…
The 800-Pound Gorilla: Office Real Estate
What’s the outlook for the office real estate sector and regional banks?…
Global Supply Chain Transformation: Uncertainty and Opportunity
Economic data reflect global supply chain restructuring. Nearly two years into the…
Distressed Debt: Which Sectors Offer Value?
Each cycle in distressed debt investing is different. During the global financial…
