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Why Credit Markets Aren't Pointing to a Recession

Many look very closely at the yield curve to find clues of a potential recession. Credit markets/high yield bond spreads are perhaps even...

The changing relationship between short- and long-maturity U.S. Treasury bond yields is once again a hot topic. As the yield curve...

In history we have experienced several bond and stock bear markets. Most investors are familiar with the latter. In our white paper we...

"Best ideas", R. Cohen, C. Polk, B. Silli, 2010
"How active is your fund manager? A new measure that predicts performance", M. Cremers, A. Petajisto, 2009
"The inefficient stock market", R. Haugen, 2002
"The triumph of the optimists", E. Dimson, P. Marsh, M. Staunton, 2002
"From efficient market theory to behavioral finance", R. Shiller, 2003