An energy shock, sticky inflation, and fractured global policy have made the path forward less forgiving. With growth slowing but not breaking, we focus on quality, diversification, and disciplined positioning as the margin for error narrows.
Academics want to understand things. They value logic, clarity and getting to the right answer. Confidence alone won’t build trust with this group. They want to see the thinking behind your recommendation.
The Controller are people who care about autonomy and being in charge of making decisions. They're at their very best when they feel they're in the driver's seat.
Markets are being tested on several fronts at once. But the important question is how these shocks travel—through inflation, monetary policy, funding conditions, or issuer fundamentals. That’s where resilience begins to diverge.
Jim Lydotes covers: 1) how health care is stabilizing, 2) why used cars could be an inflation indicator, and 3) why AI spending could crowd out hiring.