Technology is changing the nature of entertainment and leisure activities, creating new opportunities for investors. The leisure and entertainment sector represents a large chunk of the economy and has continued to grow. The Dow Jones Travel and Leisure Index has grown...

Investors have maintained a rather negative view of the banking sector; banks hold equity valuations now above book value, but only slightly. Prior to the recession, the price-to-book ratio of banks in developed countries was circling around 2, but since then banks hav...

There has been a lot going on in markets this year. Q2 corporate earnings were up 24% year-over-year on average and stock buybacks were up over 50%. Economic growth as a measure of GDP was up 4.1%, the highest in recent years. Despite these positive trends, investors s...

Investors have been surprised as U.S. stocks have outperformed in 2018 relative to the rest of the world. The S&P 500 benchmark in the U.S. market is up 8% to date, while the global equity index that excludes the U.S. is down 5%. Speculators say there could be many rea...

Investors saw very positive results in private markets for FY 2017; the year marked a record year for fundraising in private markets, with over $750 billion globally raised. PE and private debt grew by 11 percent and 10 percent respectively. Most growth derived from fu...