For more than a decade, U.S. small caps have trailed large caps. History shows valuation gaps usually close. Certuity CIO Scott Welch explores how private equity trends have driven underperformance and why dynamics may soon shift. certuity.com/research/the-f…

Our CIO Scott Welch, CIMA®, CEPA® joined industry leaders at ALTSDC 2025 to discuss how private equity, private debt, renewables, and venture capital can enhance portfolio diversification. Thank you to Markets Group and ALTS for hosting a great event!

Markets may feel euphoric right now, but can this “priced for perfection” environment last? Certuity CIO Scott Welch examines market fundamentals and investor sentiment indicators to find cautious optimism - and a hint of complacency. certuity.com/research/updat…

Are we in an AI bubble? Certuity CIO Scott Welch calls on history and Dr. Hyman Minsky to remind us that while transformational technologies eventually change the world, markets driven by a narrow group of stocks often face a reckoning beforehand. certuity.com/research/are-w…

After a remarkably complacent summer, markets seem to be bracing for uncertainty in Q4. Potential issues abound but CIO Scott Welch returns our focus to the fundamentals to explore what may lie ahead and what investors should know in his Q4 Outlook: certuity.com/research/q4-20…

The The Wall Street Journal spoke with Certuity CIO Scott Welch today for his perspective on the likelihood of an upcoming interest rate cut and the impact of inflation. wsj.com/livecoverage/s…

With more rate cuts on the horizon, family offices are making the biggest shifts to their fixed income strategies in years. Certuity CIO Scott Welch shares his perspective in this new Crain Currency article. craincurrency.com/investing/more… #familyoffice #fixedincome

Certuity CIO Scott Welch spoke with MarketWatch to share his perspective on the potential impact of the stratospheric valuations of tech companies and the importance of staying diversified in this market. marketwatch.com/story/stocks-s…

As the dollar weakens and non-U.S. economies gain momentum, global diversification is once again paying off. Our CIO Scott Welch looks at what’s driving international outperformance and where investors may find value outside the U.S. certuity.com/research/the-a…

The Dec Fed meeting could be one of the most uncertain in years. Cooling labor, persistent inflation, and missing Oct/Nov data leave the Fed weighing conflicting signals. CIO Scott Welch breaks down what it could mean for 2026: certuity.com/research/what-…

Our CIO Scott Welch just released his Q1 2026 Outlook. 2025 was a remarkable year for global equities — AI drove domestic markets while defense spending and tech advances powered international gains. But what's ahead for 2026? certuity.com/research/q1-20…

For most of 2025, growth and momentum reigned. But in Q4, value, quality, and dividends took over. Our CIO Scott Welch analyzes the reversal and illustrates why we aim to build portfolios diversified at the risk factor level with quality at the core: certuity.com/research/q1-20…

The public bond market has been remarkably quiet — maybe too quiet. In his Q1 Rates and Credit Markets Outlook, our CIO Scott Welch digs into the numbers to unearth the opportunities and warning signs investors should pay attention to. certuity.com/research/q1-ra…

Our CIO Scott Welch was featured in the latest edition of Citywire 's My Model Portfolio series to break down our investment approach and shares how we’re navigating 2026’s biggest questions. Read the full feature here: citywire.com/pro-buyer/news…

CNBC interviewed Certuity CIO Scott Welch for his perspective on what is driving the markets, including AI and value stocks. cnbc.com/2026/02/03/sto…

The economy looks strong on paper. So why do investors feel uneasy? GDP is growing. Earnings are solid. The labor market is holding up. Our CIO Scott Welch digs into this "K-shaped market" disconnect. certuity.com/research/updat…

The democratization of alternatives isn't coming – it’s here. So, why invest in alternatives and privates, and where are the current opportunities? In our 2026 Alternative & Private Investment Outlook, CIO Scott Welch answers both key questions. certuity.com/research/alter…

The markets are already reacting to the Iran war. How can investors navigate today's “VUCA-like” market of increasing volatility, uncertainty, complexity, and ambiguity? Read Certuity CIO's report: certuity.com/research/iran-…

Between the Iran war, oil supply disruptions, tariff uncertainty, a new Fed Chair, and a tightly contested mid-term election cycle, markets are volatile. Our CIO Scott Welch identifies 3 common reactions to turbulence and what should investors do instead. certuity.com/research/marke…

The war in Iran has put the Fed in an almost impossible position. The risk no one wants to say out loud? Stagflation. Our CIO walks through what the latest inflation, employment, and GDP data tell us and why markets are only pricing in one cut for 2026. certuity.com/research/feds-…