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...
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...
With the Fed unlikely to make moves in the short term, potential impacts of higher interest rates and geopolitical risk as we head into global electio...
With U.S. stock markets near record highs, what we are doing to reduce risk. By David Baker, Senior Director, Investment Strategy and Communications.
Why U.S. stock markets are ignoring the orange lights and speeding ahead. By David Baker, Senior Director, Investment Strategy and Communications.
Why we’re neither optimists or pessimists. By David Baker, Senior Director, Investment Strategy and Communications.
Why the chances for recession are rising, amid the celebration of lower interest rates. By David Baker, Senior Director, Investment Strategy and Commu...
How we are positioning portfolios for a more volatile and evolving market regime. By David Baker, Senior Director, Investment Strategy and Communicati...
What high bond yields are telling us. By David Baker, Senior Director, Investment Strategy and Communications.
