business cycle

Late stage of the IPO cycle

A broader swathe of economic indicators — of the recent past, present and future — have fallen to indisputably weaker levels than at any time since the 2008 global financial crisis.

Current US economic expansion now 121 consecutive months

Have economic cycles fundamentally changed?

More thought and selectivity required from investors

Asset class correlation still remains close to average

The dispersion of stock prices and the cyclicality of markets have generally been essential ingredients for the performance of traditional active managers.