Research

As we turn the calendar to 2025, we have a number of risks that could jeopardize the current bull market including: Potential Fed mistake of holding restrictive rates for too…

The strong US Dollar run appears to have more legs to rally into 2025. The US election results have widened the projected growth gaps between the US and the rest…

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Key Observations A lackluster showing from hedge funds in 2023 was driven largely by an underweight to mega-cap U.S. stocks. However, despite mega-cap outperformance in 2024, hedge funds are off…

A data driven view into partisan politics In 2024, citizens worldwide will head to the polls, shaping the course of their nations. National elections are slated to occur in countries…

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