In our Investment Strategy Note we take a look at some of the key factors investors should consider when trying to disentangle the “skilled” equity funds from the “unskilled” equity funds.

In this month’s Investment Strategy Note we outline why we believe the current historically large discounts of listed investment vehicles can be explained by higher interest rates and how interest rate cuts are likely to be a catalyst for listed investment vehicle discounts to shrink in general and premiums to widen.

In this month’s Investment Strategy Note we review the Fed’s last nine hiking cycles to assess the likelihood of a soft landing during this cycle.