Where Do We Go From Here?

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

Federal government efforts to limit non-permanent resident arrivals will likely slow the pace of gross domestic product growth in 2025...

As all eyes focus on Q1 earnings results, we think the full-year earnings growth trajectory is more important. Growth rates for the Magnificent 7 and non-Mag 7 stocks are expected to converge, but some earnings risks remain.

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet.

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.