4 Charts Tell This Year’s Story So Far

Published on May 11, 2026

A look at the highlights for the year to date via four charts, including updates about diversification, economic indicators and the national debt.

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Mega-IPOs & Index Fund Mechanics: Much Ado About Nothing?

May 11, 2026
Rather than worrying about the narrow impact of faster IPO inclusion on index fund performance, we think investors would be better served by focusing on the long-term expected returns offered by the markets in which they’re investing – in particular the U.S. and non-U.S. equity markets.

Unpacking the Leafhouse-Mesirow Deal

May 11, 2026
How it could change the CIT landscape.