Greener grass appears to be growing outside of the U.S. Attractive valuations, the prospect of easing global financial conditions coupled with fiscal support, and a drop in the U.S. dollar have been key catalysts behind the outperformance of international stocks this year. Concerns over slowing domestic growth, exacerbated by trade policy uncertainty and speculation over a peak in American exceptionalism, have further added to rotational pressures abroad.  

The landscape for America’s tech sector — the primary engine driving years of consistent U.S. outperformance — may also be changing. After years of

Vibecession 

If you believe the latest survey data, whether it’s from the Conference Board or from the University of Michigan, you would think the economy is on the cusp of a recession. Granted, the decline in confidence for both consumers and businesses is significant and not to be ignored. A change in feelings about the economic backdrop is often a harbinger of things to come and precedes a downshift in consumer spending and business investment.  

During periods of uncertainty, investors should look past the headlines and analyze the underlying components for important signals. For example, t

Over the past several years, inflows and interest in the hedge fund industry has been overshadowed by growth in private markets — specifically in credit strategies; however, multi-strategy hedge funds have been one of the sole bright spots in the alternative investment strategy landscape.  

Multi-Strategy Benefits  

Multi-strategy hedge funds benefit from their ability to allocate capital across distinct investment strategies or “pods” to achieve their goals. Depending on the size of the firm, there may be dozens of pods within a fund. By allocating to independent trading teams, each focusing

As with many things in life, navigating capital markets would be easier if everyone had a crystal ball or a 1985 DeLorean equipped with a flux capacitor to provide a glimpse of what’s ahead. However, there are some popular metrics that market watchers can turn to for insights on the future of equity markets, including forward price-to-earnings ratios (forward P/E). Forward P/Es are calculated by dividing the current price of an individual stock, sector, or index, by the estimated future earnings, typically analysts’ consensus earnings estimate for the next 12 months.

While forward P/E is useful to help assess the market&