Extrapolation of fundamental trends into perpetuity has resulted in extreme overvaluation, overoptimism and overownership of many assets, most particularly U.S. assets, including the U.S. Dollar, U.S.

Jim Caron looks at the market implications of a steepening yield curve and weakening US dollar. Past performance is no guarantee of future results. The returns referred to in the audio are those of ...

The following views and perspectives are formed by the work of the Applied Equity Advisors team in managing assets for investors. A certain group of stocks captures the zeitgeist of renewed enthusiasm ...

From volatility and geopolitics to economic trends and investment outlooks, stay informed on the key developments shaping today's markets.

Lauren Hochfelder, Co-CEO of Morgan Stanley Real Estate Investing joined Bloomberg The Close to discuss key drivers for real estate in 2025, particularly aging demographics and supply chain. “I think ...

The fund may be impacted by movements in the exchange rates between the fund's currency and the currencies of the fund's investments. The fund relies on other parties to fulfill certain services, ...

While the opportunities our team seeks out are all on a bottom-up basis, we find certain sectors (and in some cases, sub-sectors) within value compelling currently. When we last wrote in December, we ...

Direct Lending is a type of Private Credit strategy that makes direct, illiquid loans to middle market companies outside of the traditional banking system. Direct Lending usually refers to first lien ...