Research

January 19, 2026 - Several decades ago, prominent institutional investors had somewhat primitive investment portfolios, primarily focused on Government bonds. For example, in the early 1990s, the Canada Pension Plan (now one of the world's most preeminent and sophisticated institutional investors), did not allocate to private…

January 8, 2026 – AlphaRank Factor Performance represents the daily historical performance of Accelerate’s proprietary model factor portfolios. (more…)

  December 31, 2025 - After a prolonged period of hesitation defined by relatively high interest rates and a gruelling regulatory environment, the merger market reawakened decisively in 2025. Transaction volume accelerated, deal size expanded, and large strategic combinations moved from fantasy to reality. The shift…

  December 27, 2025 - “It’s tough to make predictions, especially about the future,” legendary New York Yankees catcher Yogi Berra once quipped in a now oft-cited and paradoxical one-liner. Berra's aphorism, while both funny and sneakily profound, captures a few hard truths: Forecasts may feel precise but ultimately may rest on…

December 19, 2025 - The Dancing Plague of 1518 is a strange historical example of mass hysteria, a phenomenon in which a group of people experience similar symptoms but with no identifiable fundamental cause, that unfolded in the summer of that year in the Holy Roman Empire. In…

December 3, 2025 – AlphaRank Factor Performance represents the daily historical performance of Accelerate’s proprietary model factor portfolios. (more…)

December 1, 2025 - One major market expectation of the Trump administration's Make America Great Again agenda was a resurgence in corporate merger and acquisition activity. As market participants waited with bated breath for the commencement of the new administration's presumed business-friendly agenda, a rocky start…

  November 24, 2025 - The biggest bull versus bear debate in years is playing out in the capital markets over the frenzied level of AI data center capital expenditures, and whether such spending will prove justified via an adequate return on capital. The bulls believe that the…

November 8, 2025 – AlphaRank Factor Performance represents the daily historical performance of Accelerate’s proprietary model factor portfolios. (more…)

November 2, 2025 - To a casual sports fan, watching the World Series was an informative experience. While it is fun to hear about the dynamics between the various positions and the resulting strategic decisions, some of the archaic rules in baseball can be a bit…