In investing, the goal is to find assets that appreciate. That can be accomplished in different ways. One way is to find businesses that aren’t
As we wrote in our recent Rate and Credit View, the case for global bonds has strengthened as the structure of fixed income markets —
As strikes on Iran continue and the Strait of Hormuz remains effectively closed, it’s clearly too early for market watchers to stop thinking about geopolitical
Lower oil “intensity” — less oil used per dollar of economic output — means energy shocks have a smaller impact on growth than in past
The melt‑up in the metals market that defined 2025 has extended its strength into the early weeks of the new year, reinforcing the commodity sector’s
In 2025, we observed a market environment where fiscal and monetary policy decisions, rather than traditional business fundamentals, were the primary drivers of market direction.
In our Weekly Market Commentary on November 17, we previewed our Outlook 2026 publication, due out on December 9. We highlighted several keys for markets
In a year that could easily be defined by a few different words — including but not limited to tariffs, technology, or more broadly, uncertainty
There was no shortage of headlines on both the micro and macro levels last week. Earnings season ramped up as nearly half of the S&P
