Latest Insights

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The Fed approaches a new phase of interest rate policy

Dec 19, 2024 | Atul Bhatia, CFA |

Markets head lower following a hawkish rate cut by the U.S. Federal Reserve. We discuss the reasons behind the Fed’s shift and if investors really need to fear higher rates caused by stronger growth.

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Busy office workers

U.S. productivity renaissance

Dec 12, 2024 | Joseph Wu, CFA |

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

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Lighthouse at dawn

Global Insight 2025 Outlook executive summary: Beyond the horizon

Dec 06, 2024 | The Global Portfolio Advisory Committee |

With a second Trump administration in the U.S. eyeing an ambitious agenda and trade tensions coming to the fore, how should investors position portfolios? Our 2025 Outlook examines the issues and opportunities facing economies and markets in 2025.

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Joe Martello

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