White Papers

2019 Midyear Market Update

We started the year asking “What Could Go Right?” and it’s time to get the market’s pulse as we begin the second half of the year.

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What Has Gone Right in the First Quarter?

We are nearly through the first quarter and it’s time to check the market’s pulse. The core of our thesis around heightened volatility in 2019 rests on the view that we are coming off a period of money being priced below its natural rate. The artificial rate...

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Thought Leadership