Insights

Strong performance plus new capital has meant a buoyant market. There’s further to go.

Our panel of property pros and macro mavens discuss who’s hurting, who’s investing, and where to put money to work now.

Highlights from the week of April 19 – April 25, 2024

Improving participant outcomes means going beyond the retirement plan.

Recent liquidity events related to portfolio companies in which PIF invests through its private equity holdings.

Securitized credit isn’t complicated. It’s an investment involving predictable consumer behaviors that have fueled economic growth for generations.

While the Fed wants to cut rates, an uneven decline in inflation delays action—but remember the trend matters more than the “when.”

Not all college stars successfully transition to the pros, just like not all small companies grow. How should NFL teams and small cap managers approach their selections to increase the odds of winning?

After a decade of lagging growth stocks, value investing is seeing a resurgence. But as traditional value metrics used for a century have struggled to remain relevant, we recognize that successful value investors must evolve with the changing market environment. It’s time to reassess how to take advantage of this opportunity through a new lens.

Favorable economic conditions and strong earnings momentum could underpin a broadening rally and continued strength in U.S. equities.