The first investment lesson from 2024 is how difficult it is to do macroeconomic forecasting, and investors should have a healthy amount of skepticism around forecasts. The second lesson is that ...

2024 reinforced this is an economic transformation, not a business cycle. We lean against market moves driven by other interpretations and expect volatility. U.S. stocks surged more than 20% in 2024, ...

Starting a new venture can be an adventure. This is never more so than when you are working in a new international environment for the first time with new people, different attitudes to business and a ...

The market may be forward-looking, meaning that stock prices reflect what investors expect to happen in the future. Nevertheless, there is still value in looking back to learn a lesson or two that may ...

For many income investors, BDC or private credit segment fits nicely into their portfolios as it enhances yields and provides a source for uncorrelated returns. If we take a step back and think about ...

The Infrastructure Investment and Jobs Act (IIJA), Inflation Reduction Act (IRA), and CHIPS and Science Act catalyzed an unprecedented wave of public capital, which would spur private investments to ...