Research / Market Reads

The Big Picture - Global Asset Allocation 2022 Q4

How Bear Markets End And The Path Forward For Investors

Short-Term Pain, Long-Term Gain

5-year Expected Returns 2023-2027: The Age Of Confusion

UBS Mid-Year Outlook 2022: Inflation Rising to the Challenge

Technology Trends Outlook 2022

Future of Air Mobility: Electric Aircraft and Flying Taxis

Getting Inside The Fed's Head 

Instant Insights: Progress On CPI, But Painfully Slow

A Scientific Approach To Investing

From Innovation to Economic Growth: Big Things Are Coming

Liquid Venture Capital

Ethereum’s Merge: Investing at an Inflection Point

Megatrends 360

Entering the Superbubble's Final Act

High Inflation Today, A 'Job-full Recession' Tomorrow

Global Private Markets Fundraising Report

Meet Me in the Metaverse

Why Fundamentals Matter

The Metaverse in 2040

Soft, Hard or No Landing?

The Unsurprisingly Volatile Business of Bitcoin Mining

The Illusion of Knowledge (Howard Marks)

Which Leading Indicators Best Predict Market Declines?

Baillie Gifford on the Quest for the Next Radical Innovators

Vanguard Economic and Market Outlook: Midyear 2022 Update

The Paradox Of Crowds

High Inflation And Slow Growth In Europe: How Should Investors Respond?

Are Growth Stocks Cheap?

Treasury Buyback Could Be A Powerful Tool

The Hydrogen Wave in the Gulf Could Paint the World Green

This Time is Different: US Automakers Geared for Economic Downshift

Gloom Looms?

The Great Western Drought: What Could It Mean for Markets?

12 Simple Tricks That Will Probably Make Your Life a Little Better

How The Rich Pay No Income Tax

Inflation’s Uncertain Path

Central Banks are Worth Listening To

Dividend Growers in Inflationary Environments

Technology is a Long-Term Story

What Matters Most?

The Road Ahead - Was 16 June the S&P Trough? Probably Not

The Federal Reserve: Caught Between a Rock and a Hard Place

Markets Are Down, but Earnings Are Not…Yet

Valuing Bitcoin

After Four Interest-Rate Hikes, What Will the Fed do Next?

Asset Allocation in a Higher Inflation Regime

The Road Ahead: Eight Things Investors Can No Longer Rely On

Global Equities and the Economy: Caution Does Not Mean ‘Run’

Risk Assets Rebound on Hope of Dovish Pivot

Are We Entering a New Era of Higher Inflation?

The Big Squeeze: Global Labor Market Demographics

Five Global Demographic Trends to Drive Real Assets Demand

Long-Term Private Equity Performance: 2000 to 2021

Are We There Yet?

The Federal Reserve Will Declare a Premature Victory Over Inflation

U.S. Equities (July 2022)

Applied philosophy: Does inflation travel?

World Economic Outlook (July 2022)

Investing in a Bear Market

Are “better than feared” earnings good enough?

US inflation: Supply chains to the rescue?

The Making of Long-Term Capitalism

Luxury Brands – An Opportunity for Long-Term Investors?

US housing: Are the headwinds stronger than the tailwinds?

Anatomy of a Short Squeeze: Causes, Outcomes and Lessons

Mapping The New World: How to keep pace in a changing global environment

Does Sustainable Investing Affect Stock Returns Around the World?

Global analysis of venture funding (Q2 2022)

Shifting Gears: Private Equity Report Midyear 2022

US stocks knocked hardest as global recession fears flare

Emerging Markets Quarterly Outlook (July 2022)

Mid-Year Investment Outlook (July 2022)

Weekly Market Update: Global Stocks Rise, Inflation-focused Fed May Increase Rate

Fisher Investments: SECOND QUARTER 2022 REVIEW & OUTLOOK

Financial Market Review: Second quarter 2022

Finding a Bottom in Equities

State of Fintech

Do Corporate Profits Increase When Inflation Increases?

From Stagflation to Debt Crises

Crypto Bear Markets in Perspective

US Markets Outlook

Global Consumer Trends

Navigating the Gathering Storm

The Balance of Power Report

Investor's Guide to the Circular Economy

Higher Inflation for Longer?

2022 VC Valuations Report

Electric Cars Are Finding Their Next Gear

Food Technology: Turning Crisis Into Opportunity

Shrinkflation

The Liquidity Hole is Expanding

Digital Gold or Fool's Gold: Is Crypto Really a Hedge Against Equity Risk?

Mid-2022 Alternative Investment Outlook 

Is the Crash Over Yet?

Productivity Gains Could Propel The AI Software Market To $14 Trillion By 2030

The Future of the Metaverse

Harvard: Resumes and Cover Letters

State of Venture Capital, Private Equity, and M&A

All You Ever Need To Know About Placing a Stop Loss

JPM Eye On the Market: Dearly Beloved 

2022 Global Real Estate Outlook 

RBC 2022 Investment Outlook 

Thematic Investing: The Forces That May Reshape the World

Expected Value for Zoom Video Communications in 2026: $1,500 per share

The Big Tech In Healthcare Report

Bitcoin Update (June 2022)

10 Mistakes Every Investor Makes and How to Avoid Them 

Best Loser Wins 

On Low P/E Investing

Latecomer's Guide to Crypto

Country Power Index 2022

Margin of Safety

Giverny Capital: Letter to Investors Q1'22

Alphyn Capital Management: Letter to Investors Q1'22

Rich Dad's Guide to Investing: What the Rich Invest in, That the Poor and the Middle Class Do Not!

Increase Your Financial IQ: Get Smarter with Your Money

The Tesla Decade

Big Ideas for 2022

Little Book of Investing

Value Avatar

Three Simple Methods

The Stock Market Is Like Pendulum

So You Want To Be The Next Warren Buffett? 

Betting on the Market

Founding Father of Behavioral Economics

Leadership in Investing and Life

The 20 Forgotten Lessons of 2008

The Wisdom of Buying Absurdly Expensive Stocks

Arthur Rock – One of America’s first Venture Capitalists

Moonshots : Future Technologies

State of the Creator Economy 2022