More of our insights
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?
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.
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.
Charted territory: 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.
FireSide: What’s happening in Washington?
Head of Public Policy Jason Cole joins Chief U.S. Economist Lara Rhame to discuss what the latest policy decisions could mean for investors.
FireSide: 10 for ’24—Ten big ideas for 2024
Chief U.S. Economist Lara Rhame joins Andrew Korz to forecast the key macro and market trends for investors in 2024 and review last year’s predictions.