Insights

The horrific violence that has erupted between Israel and Hamas is likely to reverberate across the Middle East and the world for years to come.

Read “Cybersecurity Is a Growing Focus for the SEC and Military” to learn about new fronts in the battle against cybercrime—and how AI could play a role.

American workers are suffering from a decline in confidence that they will be sufficiently prepared for retirement — and they’re looking to their employers for help.

Despite causing disruptions to many areas of government, budget impasses have historically had little lasting impact on markets, and this time will likely be similar.  

Is now the time to reduce the cash allocation in your portfolio? History shows that the best entry points for bonds are often before the Fed starts cutting rates.

Generative AI needs the kind of data and processing power that only cloud computing can provide — and this creates attractive investment opportunities.

Capital markets have responded positively to better-than-expected economic outcomes so far this year. While the United States has managed to avoid an official recession, growth is almost certain to slow and increases in profits will be challenged. Given this backdrop, we see equities trading sideways to slightly higher in the near term and we continue to favor the U.S. over the rest of the world.

We aren’t overly concerned about U.S. regional bank debt despite Moody’s ratings actions

The ratings cut on U.S. Treasuries presents an uncomfortable reality about the United States’ long-term fiscal stability, but it’s not a doomsday scenario.

Watch Barbara Reinhard, CFA, Head of Asset Allocation as she shares our outlook on U.S. markets, inflation, employment and corporate earnings.