Audio commentary: Unraveling the uncertainties

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.

The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.

Extreme stock market corrections are difficult to endure. We answer key questions, examining the unique contours of the tariff challenges and the areas of the U.S. equity market that we think can at least hold up better against the headwinds.