A surge in private capital flows is incentivizing some companies to stay private for longer, intensifying business competition, and causing more public companies to be taken private. The effect: The ...

Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. So-called ‘small-cap’ stocks are the shares of companies with relatively low market ...

The word “rotation” has trended heavily in reference to investment performance in 2025. As I discussed in last week’s column, several long-running market trends have reversed this year. Bonds have ...