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.
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Why rising rates may not lift your income
Traditional fixed income investors may feel they’ve been lost in a low-yield wasteland. But with improved global growth and the expected Fed rate hike trajectory, some may assume the struggle for income is coming to an end.
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Equity market returns: What got us here won’t get us there
What will returns from a diversified portfolio of stocks look like going forward?
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Hey, where’s the growth?
Why is economic growth slowing?
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