Insights

Capital markets have responded positively to better-than-expected economic outcomes so far this year. While the United States has managed to avoid an official recession, growth is almost certain to slow and increases in profits will be challenged. Given this backdrop, we see equities trading sideways to slightly higher in the near term and we continue to favor the U.S. over the rest of the world.

We aren’t overly concerned about U.S. regional bank debt despite Moody’s ratings actions

The ratings cut on U.S. Treasuries presents an uncomfortable reality about the United States’ long-term fiscal stability, but it’s not a doomsday scenario.

Watch Barbara Reinhard, CFA, Head of Asset Allocation as she shares our outlook on U.S. markets, inflation, employment and corporate earnings.

What do plan sponsors want from the defined contribution specialists who service their plans? And how does that differ from specialists’ perception...

The forecast for securitized credit has turned notably brighter in recent months, even as the dark cloud of offices continues to cast a long shadow.

Call them hallucinations, fantasies or glitches — fact-challenged answers from ChatGPT and other generative AI tools demonstrate the critical function...

Secondary private equity can potentially enhance the return and risk profile of a traditional 60/40 portfolio.

An effective factor investing strategy should be both contextual and adaptable as markets change over time.

As we approach the halfway point of the year, all eyes remain on Federal Reserve policy and the severity of an economic slowdown.