First Vice President - Financial Advisor, Consulting Group
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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 »
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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.
