Multi-Asset Perspectives: Slowing (Yet Steady) Economic Growth
The current market backdrop presents opportunities to benefit from corporate cash flows, valuation discounts and high quality “all-in” yields.
The current market backdrop presents opportunities to benefit from corporate cash flows, valuation discounts and high quality “all-in” yields.
The wealth effect will continue to support consumer spending, even as slowing wage gains and high prices weigh on low-income consumers.
The race for superintelligence has triggered a spending boom on graphics chips, data centers, power supply and talent. Our panel discusses what it means for investors.
As we approach the halfway point of the year, all eyes remain on Federal Reserve policy and the pace of inflation’s downward trend.
Just like we thought investors were too optimistic to start the year, we feel the outlook for monetary policy is too pessimistic now.
In the current macroeconomic environment, we prioritize balance in our portfolios, favoring U.S. large cap equities and high-quality fixed income.