What dueling data and the Fed’s dual mandate mean for interest rate cuts

What dueling data and the Fed’s dual mandate mean for interest rate cuts

 July 25, 2024 |Atul Bhatia, CFA

Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.

Read more

Market Update - July 22, 2024

 July 22, 2024 |Luigi Rocca
Needless to say, it has been a very good start to the market this year. There’s just no two ways about it – it feels good! And while a correction can happen at any time and for reasons that sometimes we can’t foresee, I see no reason why we shouldn’t...
Read more

Inside the S&P 500: Time to pass the baton?

 July 19, 2024 |Kelly Bogdanova

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

Read more
Weaving the threads of U.S. equity outperformance

Weaving the threads of U.S. equity outperformance

 July 11, 2024 |Ben Graham, CFA

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

Read more