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With the Suez and Panama Canals operating below capacity, global shipping costs are climbing. We explore the corporate highs and lows from the situation and those that may benefit and those that may lose out.
The World Economic Forum is always a contradiction of hope and anxiety. This year’s version felt like peak paradox.
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.