More of our insights
Chief U.S. Economist Lara Rhame’s 10 for ’24
Chief U.S. Economist Lara Rhame offers her predictions for the 10 essential macro and market trends facing investors in 2024.
10 for ’23 Review
Chief U.S. Economist Lara Rhame looks back at her 10 for ’23 predictions and grades how accurate those forecasts were.
Macro matters: Markets bear the brunt of yield curve steepening
How higher interest rates could continue to challenge public equities and bonds. Read the latest update from our research team.
Q4 2023 Economic outlook: Dodged or delayed?
Looking into 2024, we examine whether an economic slowdown has been dodged—or merely delayed.
Charted territory: Mixed market signals
The economic outlook is highly uncertain. Our quantitative team analyzes what markets are signaling about a possible recession, and what false signals may need to be actively managed.
FireSide: Economy, markets and Taylor Swift
Taylor Swift and the era for alts. What the pop phenomenon tells us about asset allocation, private equity and alternative investments.
