Highlights from the week of January 3 – January 9, 2025.

America’s economy is riding high into the new year, lifting investor expectations skyward. Our panel discusses what could propel (or derail) markets in 2025.

Private equity has traditionally been dominated by large institutions, but is gaining ground in individual investor portfolios.

New features may not be what your plan needs this year. There’s plenty to be gained from simply refining what already works.

Highlights from the week of December 13 – December 19, 2024.

As investors prepare for the effects of higher-for-longer rates and a new administration in 2025, we offer five themes we think will drive fixed income markets in the first half of the year.

After a bumpy start, 2024 emerged as a year of resilience for fixed income markets, with strong returns and a promising outlook for U.S. corporate bonds.

When selecting a fund to anchor your clients’ portfolios, consider its journey just as carefully as its destination.

M&A was already rebounding and could accelerate more, thanks to Trump’s focus on deregulation. Tech, investment banks and small caps may be beneficiaries.

While investors grapple with continued geopolitical uncertainty, we maintained the base positioning in our Global Perspectives portfolios.