Why U.S. stock markets are ignoring the orange lights and speeding ahead. By David Baker, Senior Director, Investment Strategy and Communications.
Why we’re neither optimists or pessimists. By David Baker, Senior Director, Investment Strategy and Communications.
Why the chances for recession are rising, amid the celebration of lower interest rates. By David Baker, Senior Director, Investment Strategy and Communications.
How we are positioning portfolios for a more volatile and evolving market regime. By David Baker, Senior Director, Investment Strategy and Communications.
What high bond yields are telling us. By David Baker, Senior Director, Investment Strategy and Communications.
Sectors likely to offer attractive opportunities in the 2nd half of the year. By David Baker, Senior Director, Investment Strategy and Communications.
How we’re preparing for a potentially more volatile 2nd half of the year. By David Baker, Senior Director, Investment Strategy and Communications.
As bank lending tightens, where we’re seeing opportunities in the credit markets. By David Baker, Senior Director, Investment Strategy and Communications.
The biggest threat to the U.S. economy as jobs continue to be plentiful and inflation seems to have peaked. By David Baker, Senior Director, Investment Strategy and Communicat