Why we continue to recommend topping up bond exposures as the U.S. economy slows down. By David Baker, Senior Director, Investment Strategy and Commun...
The assets that appear most attractive to us on a risk-adjusted basis are those that help diversify the equity component of portfolios.
After a strong start to the year, Volatility, Uncertainty, Complexity and Ambiguity (aka VUCA) could all pick up in the second half of 2024. LNW CIO...
“Great investors are those who are generally less affected by cognitive bias than the general population, learn about biases and how to cope wit...
The economic indicator that is just as important as inflation going into the 2nd half of 2024. By David Baker, Senior Director, Investment Strategy an...
U.S. consumer spending is being driven by the top 10% of earners, as lower-income households fall behind on credit card and auto payments.
PART I: The Active/Passive Investment Debate One of the more contentious issues in the investment world is the debate about active versus passive mana...
This week, the middle of 2024, some goods news on U.S. inflation was released, which may allow the Fed to lower its key interest rate at least once th...
Why the stickier phase of inflation is not likely to subside in the second half of 2024. By David Baker, Senior Director, Investment Strategy and Comm...
