The IMF raised estimates of global economic growth for the first time in a year, expecting 2023 global growth to slow only slightly from 2022 levels, leaving the UK as the only major market to shrink.
Recent Insights
The Small Cap Turnaround Trap
An explanation of why the turnaround narrative is so sticky, what the simulations reveal, and what a more durable small cap value alternative looks like.
August 28, 2026
Why July’s consumer slowdown may be misleading – Morning Macro with Dave
July retail sales disappointed investors, but calendar shifts, auto sales comparisons, and other one-time factors suggest consumer demand remains relatively stable.
August 26, 2026
Business Wire, “Bailard names Simon Smundak, CFA, as SVP, Private Markets & Solutions, deepening its UHNW advisory bench”
Bailard names Simon Smundak, CFA, as Senior Vice President, Private Markets & Solutions, deepening its UHNW advisory bench.
August 26, 2026
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