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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Coexistence of Banks and Non-Banks: Intermediation Functions and Strategies (FRBNY)
The non-bank financial institution sector as a whole has grown at a remarkable pace over the last twenty years.…
Small Cap Outlook: Trends for 2025 (Gabelli Funds)
Our outlook for small caps in 2025 and beyond is driven by a combination of valuations, macroeconomic conditions…
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