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Chart of the Month
The Generational Wealth Gap Has Never Been Larger
The economic importance of older generations has increased, as strong balance sheets and the wealth effect from rising stock markets and home prices continue to support spending. The expected acceleration of the great wealth transfer may gradually rebalance wealth ownership.
Jul 20, 2026
Monthly insights
Russia’s Diminishing Influence: Numbers Versus Narrative
While Russia remains an important player on the global stage, supported in part by its nuclear arsenal and natural resources, the evidence suggests that the gap between perception and reality has widened, leaving its long-term influence considerably weaker than commonly assumed.
Jun 29, 2026
Monthly insights
SpaceX Update
SpaceX's public debut represents one of the most significant market events in recent years. Beyond its size and valuation, the company's listing highlights broader themes, including market concentration, passive investing, and continued growth of the commercial space industry.
Jun 29, 2026
Monthly insights
Show Me The Money: The Age of Mega IPOs
Companies are going public at larger valuations, but that does not guarantee investors will gain proportional exposure right away. Because of nuanced index rules and the limited number of shares initially available for public purchase, investors should not expect significant exposure to new mega IPOs, despite the overall size of the companies.
May 26, 2026
Chart of the Month
Global Rearmament in Motion
The United States remains the clear leader in global defense spending, allocating $954 billion in 2025, far exceeding any other country.
May 18, 2026
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