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Blog

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Corporate talk of deglobalization has hit a new high while global trade has slightly decreased in recent years

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The worst bond drawdown is upon us

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High valuations are one of LP's biggest concerns regarding PE's ability to continue to generate attractive returns

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US real household net worth

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Long-term performance of global private equity vs. public markets

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Rolling 1-year daily return correlations between the S&P 500 and US 10-year treasury

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Emerging markets MSCI valuation multiple since 1995

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EAFE MSCI valuation multiple since 1995

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Forward P/E ratios for S&P stock price indexes

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S&P 500: 1926-2020

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