Avatar photoMatthew Krumholz

Strategic Bond Market Positioning: Maximizing Institutional Returns with Treasury ETFs

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Stay Ahead with Exclusive Market Insights – Strategic Research & Guidance | February 25, 2025. Presented to Executive Directors and Institutional Fund ManagersDate: February 2025 Market Dynamics: Preparing for the Next Economic Shift As the macroeconomic landscape transitions from late expansion to early contraction, institutional investors are recalibrating their fixed-income allocations. Long-duration Treasury bond ETFs—ZROZ, … Read more

Capital Deployment in Crisis: Why Buffett’s Record Cash Signals Market Shifts for 2025

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Stay Ahead with Exclusive Market Insights – Strategic Research & Guidance | February 24, 2025. The Great Liquidity Trap: Why Markets May Stagnate Even as the Fed Cuts Rates Introduction: The Liquidity Illusion Markets expect that as the Federal Reserve begins cutting rates in late 2025, risk assets will rally. This assumption is flawed. While … Read more

Why Most Investors Get Dividend Investing Wrong in 2025—And How to Fix It

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Stay Informed and Stay Ahead: Exclusive Research & Guidance, February 20th, 2025 Technical Article Objective: Dividend Investing in a Restrictive Fed Rate Cutting Cycle: Positioning for 2025-2026 Introduction As the Federal Reserve enters a restrictive rate-cutting cycle in late 2025, dividend investors must adapt. Unlike past cycles, where rate cuts fueled broad rallies, a slow, … Read more

Rebalancing Fixed Income and Equities in 2025: A Data-Driven Approach

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Stay Informed and Stay Ahead: Exclusive Research, February 8th, 2025 Portfolio Optimization Strategies for 2025 Reassessing Portfolio Allocation in a Changing Market The traditional 60/40 equity-to-fixed-income allocation has been a cornerstone of portfolio construction for decades. However, the market dynamics in 2025 have led to new challenges that necessitate a recalibrated approach. Inflationary pressures, shifts … Read more

February 2025 Market Outlook: Navigating Economic Shifts, Sectors to Watch, and Historic Trends

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Stay Informed and Stay Ahead: Exclusive Research, February 3rd, 2025 Introduction As we enter 2025, the global economy presents a mix of opportunities and risks. Inflationary pressures, shifting central bank policies, and geopolitical uncertainties are key factors influencing market performance. Investors need to understand these dynamics to position their portfolios for success in an evolving … Read more

Wall Street’s Growing Appetite for Alternatives: A Generational Shift in Asset Management?

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Stay Informed and Stay Ahead: Exclusive Research, January 27th, 2025 A Generational Shift in Asset Management Introduction Over the past decade, there has been a noticeable shift in the way institutional investors approach portfolio management. Wall Street, traditionally dominated by equities and fixed-income assets, is now increasingly focusing on alternative investments. From private equity and … Read more

Navigating Federal Reserve Policy: Strategic Insights and Economic Impacts for 2025

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Stay Informed and Stay Ahead: Exclusive Research, January 27th, 2025 Introduction The Federal Reserve’s interest rate policy is more than just a macroeconomic tool—it’s a strategic signal that ripples across global markets, reshaping investment strategies, trade flows, and institutional priorities. For institutions in trade finance, these changes directly impact cost structures, currency valuations, and long-term … Read more

Mastering Oil Markets: Insights from the Industry’s Elite

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Stay Informed and Stay Ahead: Research Report/ Commodities, January 23rd, 2025 Mastering Oil Markets Oil prices in 2025 are shaped by a mix of structural and geopolitical forces, offering both challenges and opportunities for investors and traders. This analysis examines these critical drivers, providing actionable insights grounded in data rather than speculation. Drawing on perspectives … Read more

Resilient Strategies for Investors Based on IMF’s 2025 Growth Forecast

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Stay Informed and Stay Ahead: Exclusive Research, January 18th, 2025 Resilient Strategies for Investors Based on IMF Growth Forecast IMF Growth Rates Compared to S&P 500 Overview A clear understanding of the IMF’s projected U.S. growth rate relative to historical S&P 500 returns provides valuable context for investment decisions. For instance, while the IMF anticipates … Read more

Data-Driven Investment: Balancing Risk, Innovation, and Consistent Growth

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Stay Informed and Stay Ahead: Research, January 13th, 2025 A Practical Investment Approach: Redefining Opportunities for Everyday Investors    Accessibility, Diversification, Performance, and Innovation Key Takeaway: This chart encapsulates the themes of the article, illustrating the relative importance of Accessibility (85%), Diversification (90%), Performance (95%), and Innovation (88%). These percentages reflect the emphasis placed on … Read more