Investment Perspectives

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Equity Market Outlook 2024

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There is a mixed bag of factors, leading to many different outlook scenarios for 2024 and beyond.

Markets Don't Know What To Expect Anymore, And That's Good

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A greater diversity of economic forecasts can lead to a richer discussion and help expose previously unseen risks.

Another Trade War With China Would Be A Fiscal Disaster

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Higher tariffs would not only wreck the U.S. economy, they would also devastate the federal budget.

The Next Inflationary Surge

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There is good reason to believe that temporary increases in inflation will become more common.

The American Economy Is A Shop Full Of Surprises

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The sticker shock of the pandemic is in the rearview mirror and consumers are back to their buying ways again.

Can Green Energy ETFs Get Their Mojo Back?

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ETFs linked to the green space have run across recent bad news.

Is Too Much Optimism Priced In?

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Here are several different stock valuation approaches to get a more complete picture.

10 Lessons Investors Hopefully Learned In 2023

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The volatility during 2023 has provided an opportunity to demonstrate the value advisors bring to the client relationship.

The Real Estate Sectors Poised For Success In 2024

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One of the most visible domains of opportunity is the industrial sector.

De-Risking Portfolios Means Looking Beyond Mega-Cap Tech Stocks

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Investors need to keep their eye on establishing sustainable, long-term investments with reliable cash flows.

Blackstone And BlackRock Master The Art Of Moneymaking

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The public market's love for management fees is forcing these private asset managers to fundraise nonstop and venture into new fields.

Have No Fear Of The Fed's $7 Trillion Stash

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This time around, quantitative tightening needn't destabilize money markets.

The Virtue Economy Is Over

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The DEI and ESG movements are well-intentioned, but executing on the vision has always been a problem.

Will Rising Federal Debt Force Rates Higher?

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Most likely, the deficit and debt will continue to worsen, gradually adding to the underlying level of real interest rates.

Where Do Bitcoin ETFs Fit In A Portfolio?

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Spot bitcoin ETFs will pave the way for the arrival of other cryptocurrency funds.

Don't Extrapolate Last Year's Trends For The Global Economy

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The chances of a robust worldwide economic recovery appear slim.

Where Will The Global Economy Land In 2024?

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For now, the worst-case scenarios appear to be the least likely.

The Inflation Slide Looks Set To Continue

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Fed officials worry that they might still have to trigger a recession to get inflation all the way down to their 2% target.

Sponsored Insights: Lithium: Short-Term Opportunities For A Long-Term Trend

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The energy transition is in full swing, and record investment is flowing into this emerging sector globally.

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