While stickier-than-expected inflation undoubtedly alters the timing of rate cuts, it likely does not affect the Fed’s goal of eventually easing restrictive policy.
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An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
How investors can navigate growth opportunities and electricity bottlenecks as data centers proliferate.
nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
The potential strategic pitfalls of sitting in cash.
Exploring why the credit spread on high yield bonds is distorted and potentially wider than it first appears.
The Bank of Japan’s long-awaited rate hike decision and its implications on the stock market.
How are allocation trends changing and where are active managers making a difference at a service and product level?
Consistent policy should temper investor concern regarding the most unfavorable economic outcomes.
Global dividends rose to a record $1.66 trillion in 2023, up by 5.0% on an underlying basis.