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We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
Read more in Global Insight Monthly
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November 9, 2022
Monthly Newsletter
Social Security At-a-glance
Stay or roll? Understanding your retirement distribution options
Time for a quality check
The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.
Another rate cut from the Federal Reserve this week has taken U.S. interest rates into a new era where we think every rate cut not only means that policy gets easier, but risks becoming too easy, all while the decisions only get harder.
The rally in 2025 and throughout the longer bull market cycle has been uneven, with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.
