Oil surges above $100 on Middle East conflict and Hormuz risks—fueling inflation fears, stagflation risk, and supply shocks. Read more here.
Royce Small-Cap Fund reports 2025 performance, noting gains from Industrials and losses in Real Estate. Read the full ...
Royce Small-Cap Fund advanced 9.0% in 2025, trailing its benchmark but showing strong long-term relative results. Read the ...
The fund underperformed its benchmark in Q4 despite positive absolute returns. Read the full analysis for detailed ...
Q4 2025 saw mixed results for the Invesco Global Core Equity Fund as AI momentum cooled and value stocks gained. Read the full report for more details.
Private credit has grown meaningfully over the past decade, evolving from a niche allocation to a core component of many ...
Mike Loeb analyzes AI's impact on software stocks and discusses new positions in Floor & Decor. Read the full letter for more ...
Oil prices broke well above $100/bbl this morning, with the market increasingly pricing in a longer supply disruption from ...
FTAI Aviation's strategic capital initiative fund model underpins a robust, asset-light growth thesis. Read why FTAI stock is ...
We started to see a little panic in the stock market by the end of last week, but when I say a little, I mean we will probably see more in the coming days.
International equities outperformed US equities, as measured by the S&P 500 index which returned 2.66% in the fourth quarter. Read more here.
US-Iran tensions haven't sparked a full energy crisis, as oil gluts and AI gains buffer stocks while XLE rerates. Learn why ...
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