Can Tomorrow’s Natural Hazards Inform Today’s Investment Decisions?

Published on June 3, 2025

New research connects intensifying natural perils to their future implications for asset classes.

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The Unbearable Burden of Waiting and Seeing

June 3, 2025
As investors grapple with nagging macro uncertainty, market volatility’s likely to continue. But we also see reasons for optimism — and new opportunities.

Market Valuation, Inflation and Treasury Yields - May 2025

June 3, 2025
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. This analysis focuses on the P/E10 ratio, key indicator of market valuation, and its correlation with inflation and the 10-year Treasury yield.