Market & Economic News

INVESTMENT INSTITUTE - November 15, 2024: Asset Allocation Strategy - Executive Summary 
INVESTMENT INSTITUTE - November 14, 2024: The Perspective of Time - A Thanksgiving Reflection
MARKET COMMENTARY - November 13, 2024: S&P 500 Makes up a Huge Share of Global Market Capitalization
CHART OF THE WEEK - November 12, 2024: The Danger of Investing Based on Campaign Promises
GLOBAL INVESTMENT STRATEGY - November 11, 2024: Equity Spotlight: Post-Election Reminders for Equity Investors
INVESTMENT INSTITUTE - November 7, 2024: FOMC Meeting - Key Takeaways
INVESTMENT INSTITUTE - November 7, 2024: Caution for Investors - Market Reaction May Shift
MARKET COMMENTARY - November 7, 2024: Pieces of the Puzzle
GLOBAL INVESTMENT STRATEGY - November 6, 2024: Early Election Results and Initial Market Reactions
INVESTMENT INSTITUTE - November 5, 2024: Campaign '24: An Investor's Guide to Election Night 
INVESTMENT INSTITUTE - November 4, 2024: Global Macro Spotlight: Vote Counting Delays Should Have Little Equity Impact   
GLOBAL INVESTMENT STRATEGY - November 4, 2024: Campaign '24: What to Know Heading into Election Day 
MARKET CHARTS: Turning Data into Knowledge
GENERATIVE AI:  Potential Pitfalls, Challenges, and Risks
MARKET COMMENTARY - October 30, 2024: Golden? 
INVESTMENT INSTITUTE - October 29, 2024: Campaign '24: It'll be a Close Play at the Plate
CHART OF THE WEEK - October 29, 2024: Small-Business Election Uncertainty Hits All-Time High 
GLOBAL INVESTMENT STRATEGY - October 28, 2024: Alternatives Spotlight: Is Private Real Estate Turning a Corner?
GENERATIVE AI - October 25, 2024: Monetization, Investor Excitement, and Valuations
MARKET COMMENTARY - October 23, 2024: Adjustments
CHART OF THE WEEK - October 22, 2024: Opportunity Potential for Income Generation in longer-Term Bonds  
INVESTMENT INSTITUTE - October 22, 2024: Monetary Policy and Portfolio Positioning
GLOBAL INVESTMENT STRATEGY - October 21, 2024: Asset Allocation Spotlight: The Economics of Natural Disasters
INSTITUTE ALERT - October 21, 2024: Revising Guidance to Lengthen Fixed -Income Maturities 
GENERATIVE AI - October 18, 2024: Economic and Sector Implications
MARKET COMMENTARY - October 16, 2024: Look Ahead, Not Behind
CHART OF THE WEEK - October 15, 2024: Navigating Private Equity as Backdrop Improves 
INVESTMENT INSTITUTE - October 14, 2024: Alternatives Spotlight: Private Equity - Navigating Private Equity as Backdrop Improves
DONOR-ADVISOR FUNDS: A Flexible Tool for your Philanthropic Strategy  
PLANNING FOR LIFE: Getting More From Charitable Giving 
MARKET COMMENTARY - October 9, 2024: Moving in the Right Direction, For Now 
CHART OF THE WEEK - October 8, 2024: Positioning in a Non-Recessionary Easing Cycle 
SPECIAL REPORT - October 7, 2024: AI Buildout Continues as Monetization Challenges Emerge 
GLOBAL INVESTMENT STRATEGY - October 7, 2024: Policy Spotlight: Takeaways from the Start of a Fed Rate- Cutting Cycle 
INVESTMENT INSTITUTE - October 2, 2024: Perspective on New Escalations in the Middle East
MARKET COMMENTARY - October 2, 2024: Bond Prices and Fed Rate Cuts 
CHART OF THE WEEK - October 1, 2024: Commodity Prices Likely to Trend up as Rates Decline 
GLOBAL INVESTMENT STRATEGY - September 30, 2024: Economic Spotlight: Navigating Toward an Economic Soft Landing
MARKET COMMENTARY - September 25, 2024: The Beginning of the Beginning
CHART OF THE WEEK - September 24, 2024: Hard-Landing Concerns Ebbing, but Volatility may Return 
GLOBAL INVESTMENT STRATEGY - September 23, 2024: Asset Allocation Spotlight: The Cost of Carrying Cash in Today's Environment
INVESTMENT INSTITUTE - September 18, 2024: FOMC Meeting: Key Takeaways - Policy Announcement
INVESTMENT INSTITUTE - September 18, 2024: Market Commentary - To-Do List 
CHART OF THE WEEK - September 17, 2024: Positioning Fixed-Income Holdings for Rate Cuts
GLOBAL INVESTMENT STRATEGY - September 16, 2024: Equities Spotlight- Selling Season and Election Ahead, but Keep an Eye on '25
GLOBAL INVESTMENT STRATEGY - Special Report September 16, 2024: Paying America's Bills
GLOBAL INVESTMENT STRATEGY - Special Report September 16, 2024: Q & A - Addressing Concerns About Rising U.S. Debt
MARKET COMMENTARY - September 11, 2024: Paying Closer Attention
CHART OF THE WEEK - September 10, 2024: Implications of Political Gridlock for Markets
GLOBAL INVESTMENT STRATEGY - September 9, 2024: Fixed Income Spotlight: The Fixed-Income Consensus View 
INSTITUTE ALERT - September 6, 2024: Rounding Third Base in Campaign 2024
MARKET COMMENTARY - September 5, 2024: Waiting Game - Investors Won't have to Wait Long for the Fed's Decision, Which will be Released on September 18. 
CHART OF THE WEEK - September 4, 2024: Evaluating Market Landscape for GLP-1 Weight-Loss Drugs
GLOBAL INVESTMENT STRATEGY - September 3, 2024: Asset Allocation Spotlight: Diversifying can Help Smooth Returns by Reducing Drawdowns
MARKET COMMENTARY - August 28, 2024: Portfolio Ideas 
CHART OF THE WEEK - August 27, 2024: Why Declining Chinese Imports Matter for Investors
GLOBAL INVESTMENT STRATEGY - August 26, 2024: Real Assets Spotlight: Remaining Cautious on Real Estate
MARKET COMMENTARY - August 21, 2024: Seasonals and playing the Range 
INVESTMENT INSTITUTE - August 20, 2024: What Investors Should Know About GLP-1 Drugs 
CHART OF THE WEEK - August 20, 2024: Lessons from the Market's Best and Worst Days
GLOBAL INVESTMENT STRATEGY - August 19, 2024: Asset Allocation Spotlight: Navigating Volatility with Asset Allocation
INVESTMENT INSTITUTE - August 14, 2024: Opportunities and Considerations 
CHART OF THE WEEK - August 13, 2024: What Equity Investors Should Look for as Rate Cuts Near
GLOBAL INVESTMENT STRATEGY - August 12, 2024: Equities Spotlight: The "why" Behind Rate Cuts Key to Equity Performance 
MARKET COMMENTARY - August 7, 2024: Hysteria 
CHART OF THE WEEK - August 06, 2024: A Downturn Is No Reason to Exit The Market
INVESTMENT INSTITUTE - August 06, 2024: Institute Alert: Rebalancing Portfolio Allocations
INVESTMENT INSTITUTE - August 05, 2024: Institute Alert: That Escalated Quickly - Top 10 Things to Know About The Global Market Selloff
GLOBAL INVESTMENT STRATEGY - August 05, 2024: Asset Allocation Spotlight: Comparing The Dot-Com Bubble With Today's Market
INVESTMENT INSTITUTE - August 05, 2024: Institute Alert: Understanding Recent Market Volatility
GLOBAL INVESTMENT STRATEGY - July 31, 2024: FOMC Meeting: Key Takeaways
MARKET COMMENTARY - July 31, 2024: Fed Decision
INVESTMENT INSTITUTE - July 30, 2024: Policy, Politics & Portfolios - Campaign 2024: The Potential Economic Impact of Proposed Tariffs
CHART OF THE WEEK - July 30, 2024: Is the Small-Cap Rally Sustainable?
GLOBAL INVESTMENT STRATEGY - July 29, 2024: Alternatives Spotlight: Building a Solid Foundation with Private Infrastructure 
MARKET COMMENTARY - July 24, 2024: Different Week, Similar Conclusion
CHART OF THE WEEK - July 23, 2024: Long-Term Trend in Inflation Has Moved Higher 
GLOBAL INVESTMENT STRATEGY - July 22, 2024: Reactions Versus Rotations - The Election Takes a Turn
GLOBAL INVESTMENT STRATEGY - July 19, 2024: Adjusting Equity Sector Guidance
MARKET COMMENTARY - July 17, 2024: Anticipating Election Results
GLOBAL INVESTMENT STRATEGY - July 16, 2024: Adjusting Tactical Positions for Annual Strategic Changes 
CHART OF THE WEEK - July 15, 2024: Diversifying Beyond Increasingly Narrow Public Markets 
INVESTMENT INSTITUTE - June 15, 2024: Alternatives Spotlight: Private Markets' Expanding and Diverse Opportunity Set 
GLOBAL INVESTMENT STRATEGY - July 15, 2024: Investing Amid Shifting Political Tides
WEALTH & INVESTMENT MANAGEMENT: Revisit Your Estate Plan in Light of Potential Tax Changes
MARKET COMMENTARY - July 10, 2024: Second Quarter Earnings Season Begins
CHART OF THE WEEK - July 9, 2024: Shifting Fixed-Income Allocations for an Economic Pivot 
GLOBAL INVESTMENT STRATEGY - July 8, 2024: Fixed Income Spotlight: Midyear Report Card for Fixed Income 
MARKET COMMENTARY - July 3, 2024: Market Breadth, Part 2
CHART OF THE WEEK - July 2, 2024: Positioning for Greater Balance in Earnings Growth
GLOBAL INVESTMENT STRATEGY - July 1, 2024: Economic Spotlight: Pivoting Toward a Post-Pandemic Labor Market
MARKET COMMENTARY - June 26, 2024: Back to the Basics
CHART OF THE WEEK - June 25, 2024: First Rate Cut Correlated with Stock Market Drawdown
GLOBAL INVESTMENT STRATEGY - June 24,2024: Top Five Portfolio Ideas for the Next 18 Months
MARKET COMMENTARY - June 20, 2024: Market Breadth, Revisited 
CHART OF THE WEEK - June 18, 2024: Preparing to Extend Duration and Generate Yield
GLOBAL INVESTMENT STRATEGY - June 17 2024: Equities Spotlight: Fed Cuts? Careful What You Wish For
INVESTMENT INSTITUTE - June 12, 2024: FOMC Meeting: Key Takeaways
MARKET COMMENTARY - June 12, 2024: Not as Good as it Looks. What are the Implications?
CHART OF THE WEEK - June 11, 2024: Positioning for Economic and Geopolitical Risks
GLOBAL INVESTMENT STRATEGY - June 11 2024: Adjusting Equity and Fixed Income Sector Guidance 
GLOBAL INVESTMENT STRATEGY - June 10 2024: Fixed Income Spotlight: Resilient Corporate Fixed-Income Market
INVESTMENT INSTITUTE - June 5, 2024: Buckle Up for More Volatility
CHART OF THE WEEK - June 4, 2024: Reason to Stay in Equities Despite Election Uncertainty
GLOBAL INVESTMENT STRATEGY - June 3, 2024: Asset Allocation Spotlight: Strong S&P Performance, But Reason to Stay Invested 
MARKET COMMENTARY - May 30, 2024: Spread Basics
CHART OF THE WEEK - May 29, 2024: Leveraging the Longest Yield Curve Inversion on Record
GLOBAL INVESTMENT STRATEGY- May 28, 2024:Real Assets Spotlight:Gold May Need a Breather 
MARKET COMMENTARY - May 22,2024: Bifurcation, Stocks and Bonds
CHART OF THE WEEK - May 21, 2024: Deconstructing Our Negative View on Chinese Equities
GLOBAL INVESTMENT STRATEGY- May 20, 2024: Asset Allocation Spotlight: The Role of Diversification in Volatile Markets
INVESTMENT INSTITUTE - May 16, 2024: Individual Bonds or Bond Funds, What Should I Own?
MARKET COMMENTARY - May 15,2024: Fixed Income View and the Fed 
CHART OF THE WEEK - May 14, 2024: Can Equities Pass the Baton from Valuations to Earnings?
GLOBAL INVESTMENT STRATEGY- May 13, 2024: Equities Spotlight: S&P 500 Pullback May Provide a Rebalancing Opportunity
INVESTMENT INSTITUTE - May 2024: Alternative Thinking - Helping Investors Understand Alternative Investment Strategies 
MARKET COMMENTARY - May 8,2024: S&P 500 Optimism
CHART OF THE WEEK - May 7, 2024: Implications of Fed Policy for Treasury Yields 
GLOBAL INVESTMENT STRATEGY- May 6, 2024: Asset Allocation Spotlight: Update on Commodity Correlations Versus Stocks and Bonds 
INVESTMENT INSTITUTE - May 1, 2024: FOMC Meeting: Key Takeaways
MARKET CHARTS - May 1, 2024: Turning Data into Knowledge 
MARKET COMMENTARY - May 1,2024: Better Than Expected
CHART OF THE WEEK - April 30, 2024: What Geopolitical Conflict Could Mean for Oil Prices 
GLOBAL INVESTMENT STRATEGY- April 29, 2024: Alternatives Spotlight: Direct Lending Strategies Continued to Shine
INVESTMENT INSTITUTE - April 25, 2024: Disappointing Economic Data Underscores Potential Opportunities
MARKET COMMENTARY - April 24,2024: Moving Higher 
CHART OF THE WEEK - April 23, 2024: Rental Inflation Suggests CPI Likely to Remain Elevated
GLOBAL INVESTMENT STRATEGY- April 22, 2024: Asset Allocation Spotlight: Drivers of First-Quarter Performance
CHART OF THE WEEK - April 16, 2024: Why we expect 10-year Treasury yields to remain above 4%
INVESTMENT INSTITUTE - April 15, 2024: Weekly Guidance from our Investmnet Strategy Committee
INVESTMENT INSTITUTE - April 15, 2024: Revising Targets and Extending our Outlook Through 2025
MARKET COMMENTARY - April 10,2024: Yields Increase
CHART OF THE WEEK - April 09, 2024: Approaching a Pivot Point for Gradual Economic Slowdown  
GLOBAL INVESTMENT STRATEGY- April 08, 2024: Fixed Income Spotlight: Liquidity Remains Despite the Fed's Best Attempts to Remove it
MARKET COMMENTARY - April 03,2024: Cheap for a Reason 
CHART OF THE WEEK - April 02, 2024: Venture Capital Deepening Artificial Intelligence Focus 
GLOBAL INVESTMENT STRATEGY- April 01, 2024: Economic Spotlight: Don't be Fooled by the Economy's Slow-Motion Slowdown
MARKET COMMENTARY - March 27, 2024: Why Industrials (and Materials)
CHART OF THE WEEK - March 26, 2024: Pricing in a Repricing of Rate Cuts
GLOBAL INVESTMENT STRATEGY- March 25, 2024: Asset Allocation Spotlight: Risk and Reward 
INVESTMENT INSTITUTE - March 20, 2024: FOMC Meeting: Key Takeaways
MARKET COMMENTARY - March 20, 2024: Valuations, Then and Now
CHART OF THE WEEK - March 19, 2024: A Look at the Rapid Growth of Spot-Based Bitcoin ETFs
GLOBAL INVESTMENT STRATEGY- March 19, 2024: Policy, Politics & Portfolios
MARKET COMMENTARY - March 13, 2024: Keep the Right Longer-Term Thoughts in Mind
CHART OF THE WEEK - March 12, 2024: Growing Data Center Investment Matters for Industrials
GLOBAL INVESTMENT STRATEGY- March 11, 2024: Fixed Income Spotlight: Momentum to Continue for Emerging Market Bonds in 2024
MARKET COMMENTARY - March 6, 2024: Are Investors Getting Paid to Take Equity Risk
CHART OF THE WEEK - March 5, 2024: Historical Perspective on Stock - Bond Correlation 
GLOBAL INVESTMENT STRATEGY- March 4, 2024: Asset Allocation Spotlight: The Gap Between Top and Bottom Performers
INVESTMENT INSTITUTE - March 4, 2024: Government Shutdown Averted: The Road Ahead 
SPECIAL REPORT - February 29, 2024: The Perils of Trying to Time Volatile Markets
MARKET COMMENTARY - February 28, 2024: After a Brief Departure, Market Breadth Remains Narrow
GLOBAL INVESTMENT STRATEGY - February 28, 2024: Spring in Our Step
CHART OF THE WEEK - February 27, 2024: Equity Sector Valuations Compared to 10-Year Medians 
INVESTMENT INSTITUTE - February 26, 2024: Real Assets Spotlight: Long-Term Impacts of a Pause in LNG Export
Approvals
MARKET COMMENTARY- February 22,2024:Super-cycle time-out 
CHART OF THE WEEK - February 21,2024: The role of diversification amid wide performance gaps
INVESTMENT INSTITUTE - February 20,2024: Asset Allocation Spotlight 
MARKET COMMENTARY- February 14, 2024: Quality Emphasis
CHART OF THE WEEK - February 13, 2024: Macro Environment Favorable for Growth Equity Strategy
INVESTMENT INSTITUTE - February 12,2024: Equity Spotlight: The Path Forward After Record Highs
MARKET COMMENTARY- February 7th, 2024: Not Going to Happen. Time to Move On.
CHART OF THE WEEK- February 6th, 2024: Revisiting Our Opportunistic Shift in Equity Guidance
INVESTMENT INSTITUTE - January 31st, 2024: FOMC Meeting: Key Takeaways
INVESTMENT INSTITUTE - January 30th, 2024: Policy, Politics & Portfolios: What Federal Budget, Regulatory, and Trade Decisions Could Mean for Investors 
CHART OF THE WEEK- January 30th, 2024: Muni Market Starts Year Slow After Hitting Record Highs
GLOBAL INVESTMENT STRATEGY - January 29th, 2024: Alternatives Spotlight: Strategies to Help Navigate Volatile Credit Markets
MARKET COMMENTARY- January 24, 2024: Weekly Perspective on Current Market Sentiment
CHART OF THE WEEK- January 23, 2024: Earnings Unlikely to Escape a Slowdown Unscathed
INSTITUTE ALERT-January 18th, 2024:Q&A On New Spot Bitcoin Exchange Traded Funds
MARKET COMMENTARY-January 18th, 2024:A Combination of Things
CHART OF THE WEEK - January 17th, 2024: Reallocating Into Less Rate-Sensitive Fixed Income
GLOBAL INVESTMENT STRATEGY - January 16th, 2024: Fixed income: What to do with excess cash?
MARKET COMMENTARY-January 10th, 2024:A Closer Look Under the Hood
CHART OF THE WEEK-January 9th, 2024:Lagged Effect of Rate Hikes on Stocks
GLOBAL INVESTMENT STRATEGY-January 8th, 2024:Alternatives: The Wealth in U.S. Homes
INSTITUTE ALERT-January 4th, 2024:Round Three In The Fiscal 2024 Budget Debate
MARKET COMMENTARY-January 4th, 2024:Looking Forward In The New Year
CHART OF THE WEEK-January 3rd, 2024:Positioning Amid Market Optimism
GLOBAL INVESTMENT STRATEGY-January 2nd, 2024:Alternatives: Looking Ahead To 2024
GLOBAL INVESTMENT STRATEGY-December 18th, 2023:Fixed Income Spotlight: Corprate Fixed-Income Outlook-2024
MARKET COMMENTARY-December 20th, 2023:What To Do Now
CHART OF THE WEEK-December 19th, 2023:Commodity Bull Intact, But Gains Slow
THE FEDERAL OPEN MARKET COMMITTEE MEETING-December 13th, 2023:Key Takeaways
MARKET COMMENTARY-December 12th, 2023:On Hold
CHART OF THE WEEK-December 12th, 2023:Federal Fund Rate Expectations And The Bond Market
MARKET COMMENTARY-December 6th, 2023:Reiterating A Couple Of Headwinds
EXECUTIVE SUMMARY 2024 OUTLOOK-December 5th, 2024: A Pivotal Year For The Economy And Markets
CHART OF THE WEEK-December 5th, 2023:Why We Favor Long-Term, High-Quality Bonds for 2024
GLOBAL INVESTMENT STRATEGY-December 4th, 2023:Fixed Income: Municipals Continued Stellar Track Record of Repayment
SPECIAL REPORT- November 30th, 2023:Women And Investing
MARKET COMMENTARY-November 29th, 2023:Holiday Shopping Mistake
GLOBAL INVESTMENT STRATEGY-November 27th, 2023:Alternatives: Investor Activism At Seven-Year High
CHART OF THE WEEK-November 27th, 2023:Job Growth Is Slowing To Pre-Pandemic Levels
INVESTMENT STRATEGY-November 27th, 2023:Why Own Stocks?
MARKET COMMENTARY-November 22nd, 2023:Higher For Longer
CHART OF THE WEEK-November 21st, 2023:Stock Market Returns In Presidential Election Years
SPECIAL REPORT- November 20th, 2023:Campaign 2024: Political Issues with Staying Power
MARKET COMMENTARY-November 15th, 2023:Taking Advantage of Volatility
CHART OF THE WEEK-November 7th, 2023:Yields May Be Near Cycle Peak, But We See Upside Bias
INSTITUTE ALERT- November 13, 2023:Adjusting Our 2024 Targets and Fixed Income Guidance
INSTITUTE ALERT- November 13, 2023:A Deja Vu Moment For The Federal Budget
GLOBAL INVESTMENT STRATEGY-November 13th, 2023:Real Assets Spotlights: Gold's Central Driver  
MARKET COMMENTARY-November 8th, 2023:Weakening Trends
CHART OF THE WEEK-November 7th, 2023:The Changing Nature of Foreign Investment in U.S. Debt
GLOBAL INVESTMENT STRATEGY-November 6th, 2023:Alternative Spotlight: Rethinking Diversification
MARKET COMMENTARY-November 1st, 2023:Stocks vs. Bonds