This is not a predict the US election outcome piece. Instead, some heuristics on how markets behave in and around prior votes. More boring perhaps, but hopefully less divisive.

This much-discussed cohort of stocks experienced significant dispersion in the first quarter. Has this led to a material change in expectations?

The power of peer pressure has helped to make Japan’s corporate governance reform a success over the last year, particularly benefitting Value stocks.

First small cracks are starting to appear in credit driven by the higher for longer rates environment, while select opportunities are surfacing in emerging markets.

Listen to Jason Mitchell discuss with Lisa Braune, Neustark Head of Carbon Dioxide Removal, about why the world’s largest single waste stream—demolition concrete—is one of the secrets to carbon dioxide removal.

Healthcare has endured short-term headaches as inflation and rising rates squeezed cash flows. Now it looks set to resume offering its unique characteristics for private credit investors.