As many are aware, the U.S. stock market has been extremely concentrated in recent years. After a slight pullback in Q1 2025, market concentration returned in Q2 2025.
Use The BEAT as your timely resource for this month’s markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.
Nuclear fusion is nearing commercial reality and could offer virtually unlimited, clean, sustainable alternative to fossil fuels. Recent breakthroughs, advanced technologies, and policy support have accelerated timelines, opening a $40 trillion market opportunity by 2050.
Jeff Mueller and Stephen Fitzsimmons recently joined Insurance AUM's podcast to discuss how insurers can adapt their fixed income strategies amid steepening yield curves, tightening spreads, and shifting NAIC regulations.
The following views and perspectives are formed by the work of the Applied Equity team in managing assets for investors.
Bond markets are reacting to U.S. tariff and tax policy with rates moving higher in July and credit sectors rallying.
With the “democratization” of alternatives, many individual investors now have access to investment strategies that have the potential to improve performance and diversification.
This paper introduces our proprietary Private Markets Asset Allocation Framework (PMAAF), designed to help investors think about how to allocate their dry powder across private markets and cycles
Innovation schützt den bestehenden Wettbewerbsvorteil, unterstützt die Produktentwicklung und ermöglicht die Schaffung brandneuer Wertquellen.
“We think the network effects of greater capital expenditure will be vast, both for the companies investing in their businesses and those downstream who generate more business as a result.”
