Insights

There have been no recent scorecard rating changes. However, two of the seven indicators have failed to move in the anticipated direction over the past month.

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.

A gulf exists between Kamala Harris and Donald Trump on policy issues. Following is an executive summary of the third article in our U.S. election series in which we address key policy differences that matter most to the economy and stock market.

Despite signs of a slowing economy, corporate bond issuance kicked off the month at a record pace. We look at how the market has absorbed the new debt and what factors are likely to drive bond performance ahead.

As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.

GenAI will likely have far-ranging repercussions on the economy, sectors, and business functions. We look at the potential impact and explore investment strategies we expect to benefit from the new era.