Blog

After a strong rally to end 2023, U.S. small caps gave back much of their gains. We explore whether the asset class warrants patience from investors.

Swelling expectations of rate cuts have been a boon for bond markets. But could a step up in inflation put that narrative in jeopardy to start the year?

Whether the U.S. economy will tip into recession and with the return of bonds as an attractive complement to stocks, investors have much to consider in 2024.

In a plot twist for equity markets, the expected pain in 2023 became gain. We explore five catalysts that turned the U.S. investment environment on its head.

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.

As the energy security imperative rejuvenates the green energy shift, we explore the challenges ahead and illuminate the opportunities that may emerge.

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?

There are signs the U.S. equity rally should have some staying power. Still, uncertainties remain from the earnings picture.