Insights

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

As all eyes focus on Q1 earnings results, we think the full-year earnings growth trajectory is more important. Growth rates for the Magnificent 7 and non-Mag 7 stocks are expected to converge, but some earnings risks remain.

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet.

No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.

While the Fed’s meeting didn’t deliver much that was new, it at least eased concerns that rate cuts could be delayed. Other central banks grabbed the spotlight, with potentially significant ramifications.

Too often, we find investors focusing on what the press puts before them instead of concentrating on issues relevant to their goals. We explain why investment time horizon should be a key focus of portfolio thinking.

What can we learn about returns from past elections? What campaign issues are the markets watching? What current factors are bigger drivers of stock prices than the election?

A growing chorus on Wall Street is warning an AI-led bubble may be forming. While a near-term pullback can’t be ruled out, we argue this is not Tech Bubble 2.0.

As presidential elections have become more contentious, perceptions have risen that the stock market’s fate can hang in the balance depending on who wins. There are four principles investors should keep in mind.

2024 marks a case of rare planetary alignment, with close to half the world’s population heading to the polls. While the brightest spotlight will fall on the U.S. election, we focus on elections beyond the U.S. and why they matter to investors.