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. 

Geopolitical 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.    

There 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. 

The 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.

In 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.

What’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.

It 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.

Recent 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.

The 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.

The 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.

Global 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.

Here 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.

If 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.

Inflation 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.

Many 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.

It 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.

To 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.

The 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.

The 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.

A 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.

Over the last several weeks, stocks have rallied to erase most of this year's losses. The optimism in the stock market has been at odds with economic data signaling that the pace of the global economic recovery following the coronavirus pandemic is likely to be slow and uneven.

Activity being deliberately frozen and halted has forced consumers, businesses, and investors to change the way they live and operate for a considerable period. This leads to the question of whether consumer, corporate, and investor behavior will change permanently.

At the moment, we are operating in what is probably the noisiest market that many investors have ever seen. Market moves and government actions that seemed unthinkable a few weeks ago are now daily occurrences. Currently, there is not a lot of visibility on the trajectory of Covid-19 and the breadth and depth of its impact.

A lot has happened since our last commentary several days ago. The coronavirus has been declared a pandemic by the World Health Organization. The speed at which the Covid-19 disease is spreading has led authorities (on national and community levels) to take strong measures including closing borders, schools, and businesses, as the center of the pandemic shifts to Europe and the U.S.

Financial market volatility has reached levels not seen since the global financial crises in 2008. The severe market turmoil has been due to concerns about the significant drop in business activity and global trade from escalating efforts by public-health authorities worldwide to contain the coronavirus outbreak.

After such a strong year for stocks with the U.S. stock market once again reaching new all-time highs, many investors are wondering whether they should stay invested. A common concern is that the stock market is likely to come back down from such a high current level, especially given the uncertainty surrounding trade policy, Middle East tensions, and the upcoming U.S. presidential election.

With the recent start of a formal impeachment inquiry against President Donald Trump, many investors are asking how an impeachment might affect the markets. One way to answer the question is to look back in history at previous impeachment proceedings, but the sample size is extremely small.

With 2020 U.S. election campaigns now gearing up and the U.S. stock market near “all-time highs” once again, many investors are asking whether now is a good time to reduce risk or get out of the market altogether.

The yield curve is often used as recession gauge because when it inverts (i.e., short-term rates are higher than long-term-rates), it is typically proceeded by an economic slowdown. This past March, the 3-month-to-10-year part of the curve briefly inverted.

Stock markets continued rallying and bond markets took a breather in the first quarter. In our latest research presentation, we take a detailed look at what happened last quarter in the markets and provide our updated market outlook.

Global stock and bond markets rallied significantly in 2023. In our latest research presentation, we take a detailed look at what happened last year in the markets and provide our 2024 market outlook.

Stock and bond markets broadly declined in the third quarter amid the continued rise in interest rates. In our latest research presentation, we take a detailed look at what’s happening lately in the markets and provide an updated market outlook.

Stock markets extended their gains during the second quarter, while bond markets were mixed. In our latest research presentation, we take a detailed look at what’s happening lately in the markets and provide an updated market outlook.

After material declines in 2022, stocks and bonds posted gains during the first quarter. In our latest research presentation, we take a detailed look at what’s happening lately in the markets and provide an updated market outlook.

2022 was a tumultuous year, characterized by geopolitical tensions, interest rate hikes, and inflation concerns across regions, resulting in significant losses across asset classes - a rare occurrence historically. In our latest research presentation, we take a detailed look at what happened last year in the markets and provide an updated market outlook.

What at first looked like a turnaround quarter for the markets took a turn for the worse. In our latest research presentation, we take a detailed look at what’s happening lately in the markets and provide an updated market outlook.

Stocks and bonds worldwide broadly posted negative returns through the end of the second quarter. In our latest research presentation we take a detailed look at what’s happening lately in the markets.

After an exceptionally calm 2021, we’ve seen a return to a more normal (higher) level of volatility in stock markets so far in 2022. Bonds sustained their worst quarterly decline in decades as the markets reset expectations for how quickly the Federal Reserve and other central banks will raise interest rates.

Strong earnings, economic growth, and easy financial conditions all favored risk-based assets which delivered high returns in 2021. On the other hand, fixed income bond assets were challenged (low to slightly negative returns) amid rising interest rates and inflation, while cash earned nearly-zero return.

A September sell-off dampened third-quarter returns for global stocks, and bond returns were flat amid a late-quarter surge in rates. Despite increased volatility, stocks are likely to move higher into 2022. Interest rates are set to rise, but at a modest pace, and will still remain relatively low.

How is the economy doing several months into the pandemic? Recent data suggest that the U.S. recovery has decelerated; however, we are still seeing gradual improvement across most indicators we track.

In the short-term, most property types and markets may face noteworthy declines in asking rents and meaningful increases in vacancy rates due to decline in economic activity, but these effects are more likely cyclical than structural or permanent. In the long-term, Capstone’s outlook is either positive or neutral on most commercial real estate sectors.

What recent market and economic data is telling us about slowing global growth and uncertainty around trade. Bonds outperforming stocks over the last year, reinforcing their importance in balanced portfolios.

What recent market and economic data is telling us about the looming global economic and earnings growth slowdown amid interest rate increases. 2018 year-end stock market route. The U.S. treasury yield curve nearing inversion.

What recent market and economic data is telling us about how geopolitical uncertainty has been the major headwind for stocks, despite accelerating corporate earnings and robust economic growth.

What recent market and economic data is telling us about how growth broadened across all major countries around the world in 2017. The best year for global stock market returns since 2013, and the lowest volatility since 1972.

What recent market and economic data is telling us about how despite the U.S. economy entering into its eighth year of expansion, growth remains slow and steady. International stocks starting to outperform U.S. stocks - the start of a long-term trend?

What recent market and economic data is telling us about the health of U.S. service sectors compared to manufacturing sectors. The strength of the U.S. job market. Consumer confidence reaching a 14-year high.