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.
— The U.S. economy added only 114,000 new jobs in July, a third less than expected, and unemployment rose to 4.3%, increasing fears of recession...
Recently, Axios published an article titled: “Why ESG isn’t going away despite all the noise.”1 The headline reflects our perspective as well. A...
— U.S. GDP rose a surprisingly strong 2.8% for the 2nd quarter of 2024 (vs. 2.1% forecasted) and double the rate of the first quarter’s 1...
— U.S. futures markets indicate a 93% probability that the Federal Reserve will cut its key interest rate by 25 basis points in Sept., after Cha...
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...
— U.S. consumer inflation fell 0.1% in June from May to 3% annualized, the lowest level in three years; however, U.S. wholesale prices rose 0.2%...
“Great investors are those who are generally less affected by cognitive bias than the general population, learn about biases and how to cope wit...
