Better questions. Better insights.

Investor 360™

We’re asking better questions to help give you a full view of what’s ahead, what’s important, and how our investing teams are responding. With our editorial lenses—In the Loop, From the Field, In the Spotlight, On the Horizon, and Make Your Plan—clients are at the center of our best thinking.

Latest insights

What to know right now

Aug 2025 In the Loop

Does the “One Big Beautiful Bill” = big beautiful profits?

Using the Kalecki-Levy framework to understand the profit implications.
By  Steve Boothe, CFA, Thomas Heidenberger, CFA
Aug 2025 From the Field

CryptoFOMO: Why stablecoins are the GENIUS antidote to bungee jumping

New legislation could bring digital assets into the mainstream.
By  Justin Thomson
Jul 2025 From the Field

Finding opportunities in private markets

Why we believe late-stage/growth equity is particularly compelling.
By  Emma Norchet
Jul 2025 From the Field

How AI’s rise is changing the game for software companies

The AI revolution is shaking up the software industry. Which companies will get stronger?
By  David R. Giroux, CFA, Michael J. Signore, Brian Solomon, CFA
Aug 2025 In the Loop

Focus on what matters beyond the tariff deadline

Trade deals, fiscal stimulus, and AI excitement made this tariff deadline different.
By  Timothy C. Murray, CFA
May 2025 . On the Horizon

2025 Midyear Market Outlook

The global trading system is being reconfigured before our eyes, with profound implications for financial markets.

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