FEATURED RESEARCH & INSIGHTS Discover the value of independent thinking. Pantheon Perspectives: Private Markets in 2025 Pantheon’s investment leadership team provides insights into private markets trends and highlights key areas of focus for the coming year, with commentary from asset class heads in private equity, private credit, and infrastructure. Read Now The Case for Munis: Staying the Course in a Historic Fixed Income Slump While recent fixed income returns have been disappointing, GW&K’s research team shares several reasons to be optimistic about the asset class. Read Now What Do Investors Need to Know About Private Equity Investing? Pantheon’s research team explores the components of a successful private equity program including time horizon, diversification, and manager selection. Read Now Why Own International Stocks? “Why international?” is a question on many investors’ minds lately. But the relative performance of US and non-US stocks has been a cyclical phenomenon—and 50 years of data show that no cycle lasts forever. Read Now The International Valuation Disconnect The valuation gap between U.S. and international stocks has steadily expanded over the past fifteen years, putting international equities “on sale” and offering historically attractive relative valuations. September 23, 2024 Read Now A Rotation in the Stock Market Rotation in the stock market can be seen in the difference in performance of the S&P 500 and the S&P 500 calculated on an equal-weighted basis. Is recent outperformance of the equal-weighted index likely to continue? August 20, 2024 Read Now Raise a Glass to the World’s Most Valuable Spirit Learn why Veritas believes the investment case for Kweichow Moutai is as strong as its liquor’s fiery taste. January 23, 2024 Read Now Looking Back on 30 Years of International Value Investing Tweedy, Browne Company reflects on 30 years of the Tweedy, Browne International Value Fund, shares how momentum in their story began, and why it is just as relevant in today's market. October 27, 2023 Read Now SEE ALL INSIGHTS FEATURED WEBCASTS Explore insights and updates across diverse viewpoints. SEE ALL WEBCASTS Yacktman Quarterly Update YacktmanFebruary 3, 2025 Watch Now FEATURED FUNDS Access differentiated solutions across a range of strategies. SEE ALL PRODUCTS Stay up-to-date Sign up to receive our latest views and thinking, in addition to other news and product-related information. CHOOSE SUBSCRIPTIONS
Pantheon Perspectives: Private Markets in 2025 Pantheon’s investment leadership team provides insights into private markets trends and highlights key areas of focus for the coming year, with commentary from asset class heads in private equity, private credit, and infrastructure. Read Now
The Case for Munis: Staying the Course in a Historic Fixed Income Slump While recent fixed income returns have been disappointing, GW&K’s research team shares several reasons to be optimistic about the asset class. Read Now
What Do Investors Need to Know About Private Equity Investing? Pantheon’s research team explores the components of a successful private equity program including time horizon, diversification, and manager selection. Read Now
Why Own International Stocks? “Why international?” is a question on many investors’ minds lately. But the relative performance of US and non-US stocks has been a cyclical phenomenon—and 50 years of data show that no cycle lasts forever. Read Now
The International Valuation Disconnect The valuation gap between U.S. and international stocks has steadily expanded over the past fifteen years, putting international equities “on sale” and offering historically attractive relative valuations. September 23, 2024 Read Now
A Rotation in the Stock Market Rotation in the stock market can be seen in the difference in performance of the S&P 500 and the S&P 500 calculated on an equal-weighted basis. Is recent outperformance of the equal-weighted index likely to continue? August 20, 2024 Read Now
Raise a Glass to the World’s Most Valuable Spirit Learn why Veritas believes the investment case for Kweichow Moutai is as strong as its liquor’s fiery taste. January 23, 2024 Read Now
Looking Back on 30 Years of International Value Investing Tweedy, Browne Company reflects on 30 years of the Tweedy, Browne International Value Fund, shares how momentum in their story began, and why it is just as relevant in today's market. October 27, 2023 Read Now