More of our insights
Macro matters: Inflation Groundhog Day
Another CPI report, another upside surprise. We dig into the inflation data, the recent pattern around market reactions, and why the present environment could extend well into 2023.
Q4 2022 Economic outlook: Struggling for a foothold
Chief U.S. Economist Lara Rhame examines the potential paths for investors amid Q4’s mounting economic uncertainties.
Charted territory: Inflation playbook
Sustained higher inflation is here to stay. Our team analyzes its impacts to equip investors with the right defenses.
Macro matters: Are we in a recession?
Read Chief U.S. Economist Lara Rhame’s take on Q2 GDP and the debate over whether the U.S. has entered a recession.
Deglobalization Playbook
The cumulative effects of a worldwide pandemic, supply chain issues and geopolitical instability are helping to drive a seminal shift away from globalization.
Charted territory: Playbook for converging correlations
If it feels like your whole portfolio has moved in one direction this year, you’re not alone. Now, more than ever, investors need uncorrelated sources of return. This playbook may help.