Blog

As nations move away from the post-Cold War period of intense globalization, how will the world’s manufacturing powerhouse adapt to the new economic paradigm?

Slowing inflation rates allowing central banks to move to the sidelines and pause interest rate hikes.

As central banks worldwide chart their own policy paths, we survey the fixed income landscape and identify windows of opportunity.

In a dynamic geopolitical landscape, an allocation to international developed-market equities can benefit portfolios over the long term.

Stock markets have kept climbing off their 2022 lows for longer than expected. Is it time to consider repositioning equity portfolios?

The Fed’s rate hike cycle caused a commotion, but its possible end did not. What might it mean for fixed income investors?

As trade and geopolitical tensions persist and global trade becomes more fragmented, will the U.S. dollar continue to be the global reserve currency of choice?

As valuations have become compelling, is now the time for investors to add bank exposure to portfolios?

Kelly and Kent discuss the important trend away from globalization and its ramifications for investors, economies, and financial markets.