Don’t fight (or fear) the Fed

Don’t fight (or fear) the Fed

April 19, 2024 |Atul Bhatia, CFA

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

Read more
Rally realities

Rally realities

April 15, 2024 |Kelly Bogdanova – San Francisco

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.

Read more
2024 earnings: The likely convergence of the “haves and have nots”

2024 earnings: The likely convergence of the “haves and have nots”

April 05, 2024 |Kelly Bogdanova

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.

Read more
High expectations for U.S. equity markets

High expectations for U.S. equity markets

April 03, 2024 |Jim Allworth

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.

Read more