Why the markets are discounting inflation and betting that U.S. economic weakness is good news (think interest rate cuts). By David Baker, Senior Dire...
U.S. corporate profit margins could narrow quickly, especially if inflation surprises to the upside, prompting a broader re-evaluation of market prici...
Financial markets continue to adapt to the new paradigm as real interest rates remain elevated amid headline-driven trade negotiations, ambitious fisc...
With record highs recently hit, the factors likely to move the markets in the 2nd half of 2025. By Andrew Whitney, LNW Investment Associate.
A strong undercurrent of uncertainty continues, albeit muted by some progress on trade deals, a pro-growth budget bill and the potential for lower U.S...
As the S&P nears 6000, we are remaining cautious and globally diversified amid high levels of U.S. fiscal, monetary and economic uncertainty.
What the bond market is telling us as we finish the 1st half of 2025. By Andrew Whitney, LNW Investment Associate.
With markets likely to remain volatile for the foreseeable future, what we are keeping a close watch on. By Andrew Whitney, LNW Investment Associate.
We continue to maintain globally diversified portfolios across asset classes and geographies while seeking to enlarge our pool of managers outside the...
