Economic Strength and Rate Cuts Offer a Favorable Climate for U.S. Stocks November 25, 2024 While investors grapple with continued geopolitical uncertainty, we maintained the base positioning in our Global Perspectives portfolios.
Geopolitics influenced markets this week November 25, 2024 The markets responded to Trump’s cabinet appointees and geopolitical tensions outside the U.S.
Small cap equities: Will there be another “Trump bump?” November 20, 2024 After Trump's election win in 2016, there was a significant rally in U.S. equites, with small caps notably outperforming.
The election rally reversed as the markets digested potential policies and rate cut odds November 18, 2024 A still strong consumer and stabilized (but not lower) inflation caused the markets to sell off this week as rate cut odds fell.
3 factors supporting our Japan equity outlook November 13, 2024 Earlier this year in August, Japanese equities experienced their largest single-day drop since 1987.
Post-election results eased markets this week November 11, 2024 Post-election results led to calming and rising markets as both stock and bond prices rose over the week.
Preparing your portfolio for a Trump economy November 6, 2024 President-Elect Donald Trump’s proposed economic policies include increased tariffs, sweeping tax cuts, and large-scale deportations of undocumented immigrants.
Uncertainty drove markets lower this week November 4, 2024 Uncertainty over next week’s election and Fed decision weighed on stocks and bonds this week.
Slowing Yet Steady Economic Growth August 15, 2024 While investors grapple with economic crosscurrents, U.S. corporate earnings remained positive, maintaining our base positioning...
Lower-than-expected inflation drove the markets last week July 15, 2024 Lower-than-expected inflation numbers drove a rotation from large growth toward small value stocks and a sharp drop in short duration bond yields.