Insights

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

Mario Draghi recently submitted a comprehensive report addressing the EU’s loss of competitiveness. We examine the feasibility of his ambitious plan and the potential implications for portfolio positioning.

After biding its time, the Fed kicked off its monetary easing cycle with a strong start out of the rate cut gates. While investors may harbor concerns the Fed is getting ahead of itself, we highlight why we’re encouraged by the Fed’s proactive move.

The economic environment could be in for an about-face. We look at what investors should be focusing on, beyond the same old same old, in this election year.

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.