Insights

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

We continue to view our U.S. dollar exposure in our clients’ portfolios as offering important diversification and protection in today’s environment.

There have been no recent scorecard rating changes. However, two of the seven indicators have failed to move in the anticipated direction over the past month.

China has experienced a slowing in its growth rate over the past decade – from nearly double-digit growth to a rate that is now closer to 5%.

Myths may be important to folklore, but they’re not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt.

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

The Fed opted to cut interest rates by a half of one percent - larger than the quarter percent reductions seen from other central banks.

After biding its time, the Fed kicked off its monetary easing cycle with a strong start out of the rate cut gates. While investors may harbor concerns the Fed is getting ahead of itself, we highlight why we’re encouraged by the Fed’s proactive move.

While the U.S. president certainly has great influence, the formal and informal checks and balances built into the government’s structure still matter, and investors shouldn’t let election noise get in the way of sound portfolio management.