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.
A dramatic shift in the appetite for equity and fixed income securities issued outside of North America has emerged in 2025. We examine the causes, what they mean for international stocks, and how investors may want to position portfolios.
The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.
