The U.S. presidential election will no doubt capture the headlines in 2024 and create uncertainty. We discuss how investors should approach investing in an election year.
Read MoreGeopolitical risk has risen with the recent tragic attack on Israel. The implications, especially from a humanitarian perspective of this event, are vast and devastating, as are many of the political repercussions that will follow. In our latest investment perspective, we discuss how war in the Middle East could impact the broader markets and the economy, and portfolio considerations for investors.
Read MoreThere has been increasing interest in how the prospects of AI may be boosting stock market performance, particularly for a handful of the largest technology companies. In our latest investment perspective, we discuss whether one should change their investment portfolio to benefit more from the generative AI growth trend.
Read MoreThe clock is once again ticking on U.S. debt ceiling negotiations. As deadlines draw nearer, the political theater and dramatic media reporting will likely continue to intensify. We provide some historical perspectives and explain what investors should expect this time around.
Read MoreIn March, the failure of the Silicon Valley Bank (SIVB) and ensuing news about other banks contributed to uncertainty and market turmoil. In our latest investment perspective, we discuss the potential longer-term implications of this event and what it could mean for investors going forward.
Read MoreWhat’s ahead for economies and markets in 2023? In our latest investment perspective, we provide our updated outlook and discuss how it informs our recommendations for positioning portfolios going forward.
Read MoreIt continues to be a challenging year for investors, even those with diversified portfolios. Our latest investment perspective provides our updated outlook and explains why long-term investors should stay on course, particularly amid a period of heightened uncertainty and market volatility.
Read MoreRecent market declines have been painful, and risks abound for the economy as central banks attempt to slow activity without causing a severe recession. We provide our updated outlook and answer the question of whether now is a good time to invest.
Read MoreThe Federal Reserve is demonstrating a strong commitment to controlling inflation by aggressively raising interest rates. We provide insight into the Fed’s current action plan and compare it to the 1970s and 1980s stagflation period.
Read MoreThe U.S. stock market has entered "bear market territory" by declining more than 20% from recent highs. Amid a volatile run for stocks and speculation surrounding a potential economic recession, we explore whether more market losses should be expected.
Read MoreGlobal investors face a challenging market environment, with expectations of higher inflation, tighter monetary policy, and the impacts of the Russia-Ukraine war. We outline ways that investors should position portfolios for above-trend inflation and rising interest rates over the next few years.
Read MoreHere are our latest perspectives about the evolving situation in Ukraine, including what’s going on in the markets, our updated near-term outlook, some historical perspective around events like this, and our recommendations for portfolio positioning.
Read MoreIf you’ve been wondering whether individual stocks and cryptocurrencies deserve a larger place in your portfolio this year, you’ll want to read our latest investment perspective. We provide our 2022 outlook for the markets, economy, and inflation.
Read MoreInflation and activity in Washington D.C. are running hot these days. In our latest investment perspective, we provide an updated outlook on inflation. We also discuss why Congressional agreement on the U.S. debt ceiling is important, what could occur if the threat of default grew, and what investors should do in the meantime.
Read MoreMany goods and service prices have surged in recent months, causing a spike in inflation to levels not seen since the early 1990s. The Federal Reserve believes that the recent rise in prices is temporary and should normalize soon. But what if the Fed is wrong? We outline what investors should consider to help them hedge inflation risk in their portfolios.
Read MoreIt has been over a year since the last time we experienced a significant stock market decline. For many, this long and nearly uninterrupted winning streak raises concerns that a major decline is forthcoming. We outline a few ways to help you survive and even thrive in the inevitable volatility to come.
Read MoreTo start 2021, investors can breathe a sigh of relief. The contentious U.S. election (and inauguration) are behind us, COVID-19 vaccines have arrived, and the U.K. finally approved its post-Brexit trade deal with the European Union. Although we have overcome big hurdles, we are not yet in the clear.
Read MoreThe markets have been driven by the economic improvement that has already occurred and optimism about the potential for further improvement in economic activity down the road. This is part of the reason why the stock market rally is believable.
Read MoreThe year 2020 has already shaped up to be a year that we will never forget. On top of everything that has happened this year, it is hard to believe that in a matter of weeks, a U.S. presidential election will take place.
Read MoreA large portion of the U.S. stock market today is concentrated in a handful of stocks. The technology companies included in these top stocks are drawing attention for their perceived sway on the market as a whole. This has led to some concern among investors that such a small group of stocks having such a heavy influence on performance may mean that there is more risk in the market than usual.
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