Audio commentary: Unraveling the uncertainties

Alternatives can offer diversification for an individual’s portfolio—as well as exposure to private markets—but they are complex.

Higher productivity has propelled the U.S. economy ahead of its major peers in recent years, offering a blueprint for other countries and raising the stakes in the global race to harness emergent technologies such as GenAI.

The market pullback will take time to play out. Planning for an eventual shift to defense beats a “hope for the best” approach.