Our long-term return expectations serve as key inputs into strategic asset allocation for multi-asset portfolios and provide context for shorter-term forecasting.

The current market backdrop presents opportunities to benefit from lower rates, durable earnings streams and high quality “all-in” yields.

In a resilient growth environment with inflation trending downward, any short-term volatility from the market’s reaction to monthly data is likely an opportunity to buy.

As we head into the final stretch of hotly contested races up and down the ballot, our experts convene for civilized discourse on what matters to markets...

With tight spreads and a steepening yield curve, we see the most value in lower-beta spread products and high-quality securitized assets.

​​​The current market backdrop presents opportunities to benefit from corporate cash flows, valuation discounts and high quality “all-in” yields.​​

As oversaturated mega caps start to lag, it may be time to think small.

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.

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

In the current macroeconomic environment, we prioritize balance in our portfolios, favoring U.S. large cap equities and high-quality fixed income.