Insights

Macro

Q2 2024 Economic outlook: Balancing optimism with challenges

Optimism is stretching markets to new heights, but inflation is proving stubborn, limiting the scope of Fed rate cuts and putting upward pressure on rates.
Showing 1–6 insights out of 119 results
Podcast

FireSide: Answering the burning questions around private debt – Part 1

Private debt is a rapidly expanding market that has become critical for the U.S. economy and an opportunity for investors. In Part 1, we discuss the fundamentals of the market and trends driving its growth.

Cooling Dunes, Death Valley
Podcast

FireSide: Q2 2024 Research roundup—Adjusting to the old normal

Our experts dive into their outlooks for macro and markets in the second quarter.

Podcast

FireSide x Mary Ann Bartels: Follow your gut, follow your intuition

Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth, joins us for a conversation on markets, career building, women pathfinders and more.

Lara Rhame with headphones on talking into a microphone.
Macro matters

Macro matters: Rethinking the interest rate outlook

Interest rates are renormalizing at a higher level. Investors often interpret that as a challenge—but could it be reframed as a positive?

Podcast

FireSide: 5 challenges and 5 opportunities

We identify the five key challenges facing investors in 2024 and the five opportunities that may provide income, growth and diversification.

Economic outlook

Q1 2024 Economic outlook: Landing coordinates

We look at risks to three key assumptions driving the rosy market outlook, including the coordinates of a soft landing, the pace of inflation and rate cut prospects.

Showing 1–6 insights out of 119 results

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