Reflections on M&A Activity: Let the Circle Be Unbroken (First Eagle Investments)
Though middle market direct lending volumes have firmed relative to a moribund 2022–23, Federal Reserve easing has…
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What Increased Index Concentration Means for Active Investors (Robeco)
Mega-cap dominance has reshaped the landscape of active investing, creating both opportunities and risks. While…
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CIO Capital Market Outlook: 10 March (Merrill)
This weekly publication from Merrill provides investors with the latest takes on key markets and economies from…
Full Faith and Credit of Gold (Crescat Capital)
The recent surge in gold prices reflects what we believe are the inevitable consequences of decades of ultra-loose…
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