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. Read the Global Insight Monthly »
Learn more about The McCarthy Investment Group
Oil’s rally is fueling an intriguing opportunity. We contend the global oil sector is benefiting from improved fundamentals and exposure in equity portfolios can act as an offset to geopolitical risk.
The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.
June 15, 2023
Trend & cycle roadmap
October 24, 2017
Social Security At-a-glance
May 10, 2022
Portfolio Focus