The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
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As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.
While the U.S. president certainly has great influence, the formal and informal checks and balances built into the government’s structure still matter, and investors shouldn’t let election noise get in the way of sound portfolio management.
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