Insights

Highlights from the week of June 21 – June 27, 2024.

The race for superintelligence has triggered a spending boom on graphics chips, data centers, power supply and talent. Our panel discusses what it means for investors.

The markets often see elections as a sideshow—not as the main event.

As we approach the halfway point of the year, all eyes remain on Federal Reserve policy and the pace of inflation’s downward trend.

Fed Chair Powell puts stagflation in context: GDP is bubbling along and inflation is on a yearlong cooling path, giving bond investors reason for optimism.

Decoding the decumulation phase requires a range of products and solutions to support participants who are approaching, entering, and in retirement.

When a familiar growth metric for tech companies called the “Rule of 40” meets our enhanced value framework, the result sets a new bar for cracking the code on value tech.

Today’s inverted yield curve for high-yield bonds means potentially higher returns for less risk.

Just like we thought investors were too optimistic to start the year, we feel the outlook for monetary policy is too pessimistic now.

Highlights from the week of May 10 – May 16, 2024.