5 New Funds That Capture 2025’s Biggest Investment Themes

Published on October 13, 2025

This year several new funds have debuted, each designed to meet the changing needs of today’s diversified portfolios.

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Big Debt Cycles, Part 2

October 13, 2025
Today we’ll go through the steps central banks typically follow through the debt cycle. Then we’ll contrast them with what central banks could do that might actually work.

YTD Asset Class & Portfolio Performance Through September

October 13, 2025
U.S. stocks returned 26% in 2023 and 24% in 2024, leading all other asset classes in both years by a wide margin. That’s a whopping 56% two-year return. Plus, U.S. stocks have returned 14% so far this year, which you might think is also dominating asset class performance, but it’s not.