A numerator vs. denominator race at beta, alpha has no style
Our CROCI analysis highlights the importance of valuation assumptions
Mother of all profit cycles vs. secular climb in yields
Berlin’s 34‑point reform program could be a major success because it addresses a multitude of challenges. Patience might pay off for investors.
Lift off: To those that boldly go!
Have small caps seen a weak decade, or were large caps simply off the charts?
The operating profits of the S&P 500 and overall economic profits are decoupling
A.I. is growing quickly and is very hungry: S&P firms provide the essentials
2026 may be a good year for risky assets
For over a decade, the S&P 500’s net income growth has outpaced Europe’s Stoxx 600. But signs of change are emerging beneath the surface.
Both political developments and structural tailwinds are breathing fresh life into the Japanese stock market
Not your father’s stagflation: It’s a virtual reality
