Investment Commentary

Home Is Where the Heart Is

April 2024 Investment Commentary: Investors who want to maintain a U.S. home bias in their equity program should explore other

Investors continue to pour assets into money market funds and other cash instruments. Based on your client’s investment objective and

After a historic run up in both equities and fixed income in 2023, what actions are you taking to best

As we head into 2024 with consumer spending still quite strong, even with signs of a post-COVID slowdown, the economic

Following a third straight month of negative stock and bond market returns, investors, especially those invested in classic risk-based programs

Heading into the final quarter of 2023, investors must closely monitor the expected path of interest rates, inflation, and the

By the end of the quarter, real interest rates sharply rose, pressuring interest-sensitive assets and foreign currencies

Economic consensus has (grudgingly) accepted soft landing as the base case outcome and that the Fed has achieved its policy

Does the Fed have enough fiscal gas left in the tank to let nature take its course, bringing down inflation

The second half of the year poses many of the same challenges to start 2023. Inflation remains sticky, and the