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

Highlights from the week of November 15 – November 21, 2024.

Strong economic growth coupled with inflation risks from potential policy shifts have paved the way for a prolonged period of higher interest rates. That could be a good thing for fixed income investors.

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 incoming administration will have an impact on every industry within investment grade credit, and each will face its own challenges and opportunities.

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

Donald Trump is set to reshape America around lower taxes, higher tariffs, less regulation, more drilling and fewer immigrants. Here’s what it means for markets.

Small cap stocks may be on the brink of an upward trend, bolstered by four key factors that have historically driven strong returns in this asset class.

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.

For decades, convertibles have produced equity-like performance with lower volatility – and accelerated new issuance at favorable terms only adds to the appeal.