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CWM Investment Themes for 2024 and Beyond: Emerging Opportunity in Structured Credit

CWM Investment Themes for 2024 and Beyond: Emerging Opportunity in Structured Credit

As we think about investment themes for next year and beyond, one thing that stands out is that there are... read more →
December 5, 2023
CWM Investment Themes for 2024 and beyond: “More companies private for longer”

CWM Investment Themes for 2024 and beyond: “More companies private for longer”

Over the next couple of weeks, our Investment Team will be rolling out and sharing our thoughts on more longer-term... read more →
November 28, 2023
L-E-I says we’re in R-E-C-E-S-S-I-O-N

L-E-I says we’re in R-E-C-E-S-S-I-O-N

Our internal recession model has been flashing red for a while, and although lots of progress has been made vs.... read more →
November 20, 2023
The Non-Magnificent 493

The Non-Magnificent 493

A lot of ink is being spilled writing about the Magnificent 7, the seven largest stocks by market capitalization in... read more →
November 15, 2023
Markets Like Lower Inflation

Markets Like Lower Inflation

The latest CPI inflation report was just released this morning, and so far it’s put markets in a very good... read more →
November 14, 2023
Key Takeaways from Q3 Earnings Season

Key Takeaways from Q3 Earnings Season

With over 90% of companies in the S&P 500 index having already reported results, the numbers for Q3 earnings season... read more →
November 10, 2023

What our Clients Say

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