Insights

Small cap growth’s big valuation discount to large cap growth started shrinking after the July 11 CPI print. Are you ready for a potential rotation?

Highlights from the week of July 12 – July 18, 2024.

The wealth effect will continue to support consumer spending, even as slowing wage gains and high prices weigh on low-income consumers.

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.

Utilities are sparking new investor interest as AI injects an unexpected growth dimension. Will this transformational driver reenergize the sector?

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.