Thoughts from the Road: Europe and the Middle East (KKR)
KKR's travels across both Europe and the Middle East over the past few weeks underscore four significant changes…
Stocks and Sectors Outlook
Lead Content
Too High? Taking Stock of Index Concentration in U.S. Large Cap Growth (Polen Capital)
The relentless rise of concentration raises important questions for investors.
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U.S. Electricity 2025 (Ember)
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AI Boom vs. the Dot-Com Bubble: Have We Seen this Movie Before? (Research Affiliates)
The parallels between the AI narrative driving the current market and the dot-com bubble of a quarter century ago…
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