Strong labor markets, solid consumption growth and low interest rates continue to support the commercial real estate market.

Major stock indexes hang near their all-time highs, while the number of public U.S. companies has plunged since the mid-1990s. What do these diverging trends mean for investors’ portfolios?

A new strategy note from Chief Market Strategist Troy Gayeski

Get our review of market reactions to the Fed’s 25 bps rate cut this week and the likely upshot of the Fed’s downtrending rate forecast.

What is productivity, and how does it contribute to income and growth for investors?

If the yield curve inverts, will a recession follow? Not necessarily, given how far from normal the current expansion and Fed rate hike cycle are. We believe investors should instead watch out for volatility sparked by recession fears and prepare for especially challenged traditional income sources.

The Pokémon Go craze is a great way to think about alternatives. Investors are looking at the real world and choosing to chase something imaginary: growth.

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.