Credit Skeptics Place a $10 Billion Bet in High-Priced Market

Published on January 31, 2025

A small band of Wall Street skeptics are moving to protect their credit portfolios against a market priced like nothing in the economy could possibly go wrong.

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Trailing the S&P 500, Healthcare Stocks Look Deeply Undervalued

January 31, 2025
In the report, Portfolio Managers Andy Acker and Dan Lyons explain the reasons for healthcare’s recent underperformance and why they believe valuations are now disconnected from the sector’s long-term prospects.

The Word on WealthTech for January 2025

January 31, 2025
F2 Strategy's co-founder provides his take on the most important wealth management technology news of the last month.