Highlights from the week of January 3 – January 9, 2025.

Robust economic data and expectations for fewer rate cuts this year hurt equities as bond yields rose.

America’s economy is riding high into the new year, lifting investor expectations skyward. Our panel discusses what could propel (or derail) markets in 2025.

Highlights from the week of December 13 – December 19, 2024.

As investors prepare for the effects of higher-for-longer rates and a new administration in 2025, we offer five themes we think will drive fixed income markets in the first half of the year.

In this time warp of a market, thanksgiving feels like it was a blip on the radar from months ago.

Strong economic growth coupled with inflation risks from potential policy shifts have paved the way for a prolonged period of higher interest rates. That could be a good thing for fixed income investors.

Our long-term return expectations serve as key inputs into strategic asset allocation for multi-asset portfolios and provide context for shorter-term forecasting.

The current market backdrop presents opportunities to benefit from lower rates, durable earnings streams and high quality “all-in” yields.

In a resilient growth environment with inflation trending downward, any short-term volatility from the market’s reaction to monthly data is likely an opportunity to buy.