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Forty "W"ritings

Check here for our latest Market Insights.

2025 Mid-Year Investment Report Thumbnail

2025 Mid-Year Investment Report

The first half of 2025 delivered a tale of two quarters for US equity markets, characterized by significant volatility that ultimately resolved in modest positive returns across major equity indices. The bond market delivered solid, positive returns in the first half of 2025, with most high-quality fixed income sectors up by low- to mid-single digits. We believe investors should remain vigilant to both opportunities and risks while maintaining a focus on long-term fundamentals.

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Bond Math Suggests Better Days Could be Ahead  Thumbnail

Bond Math Suggests Better Days Could be Ahead

With the negative impact of rising interest rates hopefully out of the way bond yields are attractive. If interest rates were to fall returns would further benefit from price appreciation. In this article we breakdown the math of how bonds generate returns for investors.

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Equity Outlook: US vs. International Thumbnail

Equity Outlook: US vs. International

In an era of uncertainty, it's important to remain diversified with your equity exposure. US stocks have had a good run of form the last decade that have driven valuations up to a level that has historically meant muted forward looking returns. The rear-view for international stocks has not been as impressive but there is reason to be optimistic looking forward. International stocks are currently trading at a valuation discount compared to US stocks, earnings growth from foreign companies are improving, foreign governments are implementing more supportive economic policies and de-globalization could mean less money flowing into US assets from foreign investors in favor of their local economies and markets.

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Amid Heightened Uncertainty, Private Investments Can Play an Important Role Thumbnail

Amid Heightened Uncertainty, Private Investments Can Play an Important Role

Private investments—such as private equity and private credit—can serve as a powerful complement to traditional assets in a broader investment portfolio because they provide exposure to investment opportunities that would otherwise be inaccessible via public markets. These opportunities continue to expand as the size of private markets grew considerably in recent years.

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