Over the last 30 years, the correlation between crude oil prices and the US equity market has been..

Macro Strategies, Equity Research, Commodities

TIPS seem to be en vogue. Why the interest in this relatively unexciting, high-quality asset class?..

Commodities, Fixed Income

The answer to a fundamental question is becoming clearer: US oil production is likely going to be..

Equity Research

The main contributor to China’s economic slowdown is its manufacturing sector, which is suffering..

Equity Research

Over the last 25 years, home prices across a number of major economies have risen faster than local..

Securitized Research, Infographic