2026 Equity Risk Premium 
Musings on Markets
MAY 24, 2021
Looking at US equities, the S&P 500 is up about 11% and the NASDAQ about 5%, from start of the year levels, and the underperformance of the latter has led to a wave of stories about whether this is start of the long awaited comeback of value stocks, after a decade of lagging growth stocks.
Global Finance
OCTOBER 29, 2024
We’ve seen dramatic improvements with companies addressing maturities due in 2025, but also a lot of progress on maturities due out to 2026. The risk looks a lot better, and all those reasons support the soft-landing thesis. There are certain sectors that we think are offering better risk/reward.
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