Blogs

Equity markets are entering a structurally different era. Public markets sit near record highs, driven by concentration, technical flows and…

Employment growth in large companies is outpacing job growth in smaller companies. The source of the underperformance of small businesses...

Academic papers are inconclusive about the impact of AI on productivity, but we believe we are in the early stages...

This chart book looks at demand and supply in the Treasury market, including recent developments in Treasury auction metrics. There...

Welcome to the debut edition of Convergence, a new series exploring the convergence of public and private credit markets and…

Public markets now represent a shrinking slice of the real economy. So why do most model portfolios still look the…

We have updated our chart book with daily and weekly indicators, and the latest data shows that: 1. There is...

Operating margin measures the share of revenue left after covering operating expenses such as wages, materials and overhead. The chart...

AI has become one of the key themes underpinning current M&A activity, with AI‑related transactions representing a meaningful share of...

For many years, the investment grade credit index has been dominated by banks. But that is changing as hyperscalers take...