Insights

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Insights

Investment Strategy: a Major Reset

  • The Fed clearly sees more risk coming from higher inflation than it does from a potential...

Highlights of the Inflation Reduction Act of 2022

On Tuesday, August 16, 2022, President Biden signed into law the long-expected reconciliation bill...

Middle Market Private Equity: The Art of Picking Your Spots

In our last entry, we wrote that inflation and monetary tightening were returning investors to a...

Scarcity

As we write today, the surge in energy costs and consumer prices everywhere looks set to drag on...

Time to Buy?

No. Decades of low inflation and falling real yields pushed up valuation multiples across all...

Patience and Cash Flow

 

Invasion of Ukraine: Market Implications

Like all of you, the most we can do is watch in horror and sympathy at what is unfolding in Ukraine...

Keep Calm ...

 ... But Mind the Speculative Unwind and Position Cautiously

2022 - or -2020, Too?

Over the past two years, the pandemic has caused distorted perceptions of time for many of us, as...