Insights

UK and European stock markets remain cheaper than the U.S., though some areas discount a blue sky scenario.

Is the end of the dollar’s multiyear rally on the horizon? We examine the drivers of the rally, what’s changed, and the implications for global investors.

A smaller interest rate hike may be signaling the Federal Reserve believes victory over inflation is near. We look at the market implications.

Amid economic uncertainties, we look at potential downside risks—and why a constructive outlook may be warranted.

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

With U.S. equities starting off the year on the right foot, we see six reasons why small and midcaps look more attractive than large caps.

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.

The developed world faces a long stretch of slow growth. We look at the reasons for the downshift, and how it could impact equity investing.

Tylar and Janet discuss what will influence markets in 2023, telling us the worst is probably behind us but that volatility will remain.

A change can affect more than meets the eye; we take a closer look.