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This is where we roll up our sleeves and dig into the numbers. Quarterly outlooks, sector deep-dives, strategy pieces—all the meaty research that takes more than a quick blog post to cover properly.

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Quarterly Check-ins

How did markets actually perform? We break down each quarter's winners, losers, and surprises

12 Reports

Sector Spotlights

Tech, healthcare, energy—we go industry by industry to find what's actually worth watching

24 Reports

Around the World

What's happening in markets outside your backyard? Asia, Europe, emerging economies—all covered

18 Reports

Strategy Playbooks

Allocation ideas, portfolio construction, timing considerations—the tactical stuff

15 Reports
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Our Latest Research

The freshest analysis and market takes from our team

Technology sector analysis Research Report
Technology Nov 19, 2025

Tech Stocks: Where's the Real Value Hiding?

AI hype is everywhere, but which companies are actually making money from it? We cut through the buzzwords and looked at the numbers—chip makers, cloud players, and the software companies that might surprise you.

32 pages
Q4 Market Review Quarterly Report
Quarterly Nov 15, 2025

Q4 Recap: What Actually Happened (And Why)

The quarter's over—time for an honest look at what worked, what didn't, and what caught us off guard. Plus, some thoughts on positioning as we head into year-end.

48 pages
Healthcare and Biotech Sector Analysis
Healthcare Nov 12, 2025

Biotech: High Stakes, Huge Potential

This sector isn't for the faint-hearted. Binary outcomes, regulatory surprises, pipeline drama—we map out the landscape and highlight the approaches that might help you navigate it without losing sleep.

28 pages
Global Economic Trends Economic Report
Global Nov 8, 2025

Big Picture Economics: What's Moving Markets?

Sometimes you need to zoom out. Growth numbers, central bank signals, geopolitical ripples—this report connects the macro dots so you can see how it all fits together.

36 pages
Consumer Trends Retail Industry Report
Retail Nov 5, 2025

Shopping's Not Dead—It's Just Different Now

People still buy stuff, they're just doing it differently. E-commerce, omnichannel, shifting habits—we break down who's winning, who's struggling, and where the opportunities are hiding.

42 pages
Alternative Investments Strategic Report
Strategy Nov 1, 2025

Beyond Stocks and Bonds: What Else Is Out There?

Real estate, commodities, private credit—there's a whole universe beyond the usual suspects. We explore what makes sense for diversification and what's mostly marketing hype.

38 pages
The Short Version

Quick Takeaways

Don't have time to read everything? Here's what matters

AI Keeps Delivering

Companies with real AI revenue (not just promises) are posting 40%+ growth. The hype has legs this time.

Technology

Rate Cuts Coming

Central banks are hinting at 2-3 cuts next year. Bond folks, your time may be coming.

Fixed Income

India's Moment

Emerging markets up 15% this year, and India plus Southeast Asia are doing the heavy lifting.

Global

Playing Defense

Big money's rotating into healthcare and utilities. When the smart money gets cautious, pay attention.

Sectors
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12 Quarterly Reviews
24 Sector Deep-Dives
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Technology Sector
Technology Sector November 19, 2025 32 pages

Technology Sector Outlook: What Investors Should Watch

Executive Summary

The technology sector continues to drive market returns, with artificial intelligence emerging as the dominant investment theme. This report examines key trends, valuations, and opportunities across the technology landscape.

Key Findings

AI Infrastructure Boom

Investment in AI infrastructure is accelerating, with data center capital expenditure expected to reach $250 billion by 2026. Semiconductor companies and cloud providers are primary beneficiaries of this trend.

Software Resilience

Enterprise software demonstrates resilient demand despite economic uncertainty. Companies with strong recurring revenue models and AI integration capabilities command premium valuations.

Hardware Cycle Recovery

PC and smartphone markets showing signs of recovery after prolonged downturns. AI-enabled devices represent a potential upgrade catalyst for consumer electronics.

Sector Valuations

Technology sector trades at 28x forward earnings, a premium to historical averages but justified by superior growth prospects. We identify opportunities in undervalued mid-cap software companies and AI infrastructure plays.

  • Semiconductors: Trading at 22x earnings with strong demand visibility
  • Software: SaaS companies at 8-12x revenue multiples
  • Hardware: Cyclical recovery creating entry points
  • Internet: Advertising market stabilization supporting valuations

Investment Recommendations

  • Overweight AI infrastructure and semiconductor leaders
  • Focus on profitable software companies with AI capabilities
  • Selective exposure to consumer hardware recovery
  • Maintain diversification across tech subsectors
1 / 6
Q4 Market Review
Quarterly Report November 15, 2025 48 pages

Q4 2025 Market Review: Positioning for Year-End

Executive Summary

As we enter the final quarter of 2025, markets face a complex environment of moderating growth, evolving monetary policy, and geopolitical uncertainty. This quarterly review provides comprehensive analysis across asset classes.

Market Performance

Equities

Global equities delivered strong returns through Q3, with the S&P 500 up 18% YTD. However, breadth remains narrow, with top 10 stocks driving majority of gains. International markets showing relative value.

Fixed Income

Bond markets stabilized following the rate volatility of 2025. Yields offer attractive entry points, with investment-grade corporate bonds providing compelling risk-adjusted returns.

Alternatives

Real assets including infrastructure and commodities providing inflation protection. Private credit continues attracting institutional capital amid banking sector constraints.

Economic Outlook

US growth moderating to 2% trend, with labor market cooling gradually. Inflation approaching target levels, supporting case for monetary easing. Europe and China facing structural headwinds requiring selective positioning.

  • US GDP: 2.0-2.5% growth expected for 2026
  • Inflation: Core PCE trending toward 2.2%
  • Fed Policy: 2-3 rate cuts anticipated in 2026
  • Earnings: S&P 500 EPS growth of 8-10% projected

Portfolio Positioning

  • Maintain balanced equity exposure with quality tilt
  • Extend duration in fixed income portfolios
  • Consider international diversification
  • Maintain modest cash allocation for opportunities
2 / 6
Healthcare Biotech
Sector Analysis November 12, 2025 28 pages

Healthcare Innovation: Investment Opportunities in Biotech

Executive Summary

The biotechnology sector offers unique investment opportunities driven by scientific innovation and demographic trends. This report examines the investment landscape across therapeutics, diagnostics, and healthcare services.

Market Dynamics

Drug Development Pipeline

Over 6,000 drugs currently in clinical development globally. Oncology, immunology, and rare diseases represent largest therapeutic areas by investment. Gene therapy and cell therapy emerging as transformative platforms.

Regulatory Environment

FDA maintaining accelerated approval pathways for breakthrough therapies. Pricing pressures from IRA legislation creating headwinds for large pharma, potentially benefiting innovative biotechs.

M&A Activity

Large pharmaceutical companies actively acquiring biotechs to replenish pipelines. Premium valuations for companies with validated clinical data and differentiated technology platforms.

Subsector Analysis

  • Large Cap Pharma: Dividend stability with modest growth
  • Mid Cap Biotech: Pipeline optionality at reasonable valuations
  • Small Cap Biotech: High risk/reward binary outcomes
  • Medical Devices: Steady growth from aging demographics

Investment Approach

  • Diversify across biotech subsectors to manage binary risk
  • Focus on companies with multiple pipeline assets
  • Consider biotech ETFs for broad exposure
  • Monitor regulatory catalysts and clinical trial readouts
3 / 6
Global Economic Trends
Economic Report November 8, 2025 36 pages

Global Economic Trends: What Drives Markets in 2025

Executive Summary

Understanding macroeconomic forces is essential for investment decision-making. This report analyzes key economic trends across major economies and their implications for asset allocation.

Regional Analysis

United States

The US economy demonstrates resilience with consumer spending supported by strong employment. Inflation moderating toward target, supporting gradual monetary easing. Housing market stabilizing after rate adjustment.

Europe

European growth constrained by energy transition costs and demographic headwinds. ECB maintaining accommodative stance. Relative undervaluation creating opportunities in select markets.

China

Chinese economy transitioning from property-driven to consumption and technology-led growth. Policy stimulus supporting near-term stabilization. Structural reforms progressing gradually.

Emerging Markets

EM economies benefiting from commodity demand and supply chain diversification. India and Southeast Asia showing strongest growth prospects. Currency stability improving with narrowing rate differentials.

Key Macro Themes

  • Deglobalization: Supply chain restructuring creating regional investment opportunities
  • Energy Transition: Capital reallocation toward clean energy accelerating
  • Demographics: Aging populations impacting labor markets and fiscal policy
  • Technology: AI productivity gains potentially offsetting demographic drag

Investment Implications

  • Maintain geographic diversification across developed and emerging markets
  • Consider currency hedging for international allocations
  • Theme exposure to energy transition and reshoring beneficiaries
  • Quality focus in late-cycle economic environment
4 / 6
Consumer Trends
Industry Report November 5, 2025 42 pages

Consumer Trends: Retail and E-commerce Market Analysis

Executive Summary

Consumer spending patterns continue evolving, shaped by digital adoption, changing preferences, and economic conditions. This report analyzes the retail landscape and identifies investment opportunities.

Market Trends

E-commerce Evolution

Online retail penetration stabilizing at 22% of total retail sales post-pandemic normalization. Growth shifting from pure-play digital to omnichannel capabilities. Social commerce and live shopping emerging as growth drivers.

Physical Retail Transformation

Brick-and-mortar retail focusing on experiential offerings and fulfillment efficiency. Store formats evolving toward smaller footprints and mixed-use development. Excess retail space being repurposed.

Consumer Behavior Shifts

Value consciousness increasing amid inflation pressures. Premium and value segments outperforming middle market. Sustainability considerations influencing purchase decisions, particularly among younger consumers.

Competitive Landscape

  • Amazon: Dominant position in e-commerce with AWS profit subsidization
  • Walmart: Omnichannel leader with scale advantages
  • Specialty Retail: Category leaders with differentiated positioning
  • DTC Brands: Margin pressure as customer acquisition costs rise

Investment Themes

  • Favor omnichannel retailers with strong digital capabilities
  • Focus on companies with pricing power and brand strength
  • Selective exposure to e-commerce infrastructure and logistics
  • Avoid over-stored retailers with weak balance sheets
5 / 6
Alternative Investments
Strategic Report November 1, 2025 38 pages

Alternative Investments: Beyond Traditional Stocks and Bonds

Executive Summary

Alternative investments offer diversification benefits and return enhancement potential. This report examines major alternative asset classes and provides frameworks for portfolio integration.

Asset Class Overview

Private Equity

Private equity continues attracting institutional capital despite elevated valuations. Buyout activity recovering as financing conditions ease. Co-investment and secondary markets providing access points.

Real Assets

Infrastructure investments benefiting from energy transition and reshoring trends. Real estate offering inflation protection with sector selectivity required. Farmland and timber providing uncorrelated returns.

Hedge Funds

Hedge fund strategies showing improved performance as dispersion increases. Macro and systematic strategies benefiting from market volatility. Fee compression improving net returns.

Private Credit

Direct lending filling gap left by bank retrenchment. Yields attractive relative to public fixed income. Credit quality monitoring essential as cycle matures.

Portfolio Construction

  • Diversification: Alternatives reduce portfolio volatility through low correlation
  • Liquidity: Match illiquidity with investment horizon
  • Access: Consider public market alternatives for liquidity needs
  • Fees: Negotiate fees and seek alignment of interests

Allocation Guidance

  • Target 10-20% alternatives allocation for diversified portfolios
  • Prioritize infrastructure and real assets for inflation protection
  • Consider private credit as fixed income substitute
  • Maintain liquidity reserves for capital calls
6 / 6