By the Numbers: The Great Wealth Transfer

November 2025

November 26, 2025 |R. Matthew Lauer

Enduring Transition

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What are the implications of not having a risk-free rate?

September 2025

September 24, 2025 |R. Matthew Lauer

Risk Anchor

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The market is pricing that inflation is one year will be 3.3% above the Fed's 2% target

August 2025

August 29, 2025 |R. Matthew Lauer

Market Signals

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Concentration in the S&P 500 is rising again

July 2025

July 29, 2025 |R. Matthew Lauer

Rethinking Diversification

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Torsten Sløk, Apollo Chief Economist

May 2024

June 05, 2024 |R. Matthew Lauer

The Bank of Canada's recent 25bps interest rate cut aims to stimulate the economy and lower borrowing costs, potentially revitalizing the housing market and affecting bond markets.

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