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A March rate hike: Opportunity knocked and the FOMC answered

Today’s rate hike has left markets wondering what, if anything, has changed at the FOMC and where rates are going from here.

Mapping the markets: Q4 2024

Our Investment Research team compiled their best charts and latest market analysis across macroeconomics, public markets and private market strategies to help our clients map today’s markets.

Mapping the markets: Q3 2024

We synthesize the latest analysis on macroeconomics, public markets and alternative strategies.

Beyond the core: Reassessing fixed income portfolios amid rising interest rates

Recent data paints a bleak outlook for “core” fixed income. But there’s a broad opportunity beyond it that may help investors generate an attractive level of income and higher total returns while managing interest rate risk.

Yield curve inversion and recession jitters

Interest rates take a big step down | The yield curve inverts and alarm bells sound | The economy is cruising along, but risks loom

“Boy, that escalated quickly!” | U.S.-China trade tensions upend complacency

U.S.-China trade negotiations imploded, causing stock market complacency to quickly evaporate.

Macro matters: The stock market is not the economy

Publicly traded markets have drifted far from the underlying dynamics of the economy, and investors may need to look outside the S&P 500 for more direct exposure to U.S. economic strength.

Macro matters: The other big game

Super Bowl Sunday has arrived, but another matchup is playing out every day in financial markets: The battle between Team Soft Landing and Team Hard Landing. We look at how to navigate the coming year as these two teams battle for the economic cycle.
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