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.

In the midst of record-breaking heat, markets are breathing a collective sigh of relief as inflation finally shows widespread cooling.

Read Chief U.S. Economist Lara Rhame’s four big takeaways after a crazy week for markets.

Read Chief U.S. Economist Lara Rhame’s take on Q2 GDP and the debate over whether the U.S. has entered a recession.

Declining rates have left the traditional "40" struggling. Investors need to find ways to fix their fixed income allocation by seeking alternative sources of income, return and diversification.

A closer look at the current state of loan market trends.

Liz Campbell serves as Chief Investment Officer of Portfolio Advisors and is a member of the firm’s management committee. Liz shares oversight of firm strategy and, as CIO, oversees the firm’s investment activities across private equity, private credit, and private real estate. She joined Portfolio Advisors in 2013 and has been working in the private...