Investment Perspectives

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Market Outlook: Conditions Likely To Improve In Final Quarter

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Despite a weak August and the possibility of a difficult September, conditions remain favorable overall.

Why A Global Recession Is Unlikely

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The gloomy forecasts for the global economy earlier this year were derived largely from past data.

Interest Rates: What Is Normal?

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Inflation is trending in the right direction and the Fed could be near or at the end of its rate-hiking campaign.

Misleading Indicators For Today's Economy

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There is an over-reliance on traditional indicators that just don't work as well in the economy of the early 2020s.

Global Economic Outlook: Slow Motion

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Major economies are heading for weaker but positive growth.

Teresa Ghilarducci Says Restoring Social Security Solvency 'Isn't That Complicated'

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The economist offers views on the U.S. debt, retirement age, Social Security and more.

Bitcoin's Dirty History Offers A Lesson For AI's Future

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A lot of money and energy is expended on the cryptocurrency, but AI could be even more power hungry.

The Science Of Historical Cycles

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We don't know the precise timing or nature of the crisis, but the patterns indicate one is coming and could be severe.

Stock Funds Can Be Difficult to Compare. Try This

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Differences in valuation and profitability complicate the investing analysis. Consider using the PEP ratio.

Bitcoin's Summer Of (Institutional) Love

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How wealth managers can help clients evaluate the maturing crypto investment landscape.

Getting Real About Rates

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Market interest rates have moved steadily higher in recent weeks, posing challenges for consumers, businesses and investors.

Goodbye To The Bull Market For U.S. Treasury Bonds

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The paradigm has shifted. Higher yields are back.

The Frontier Of Voting Rights For ETF Investors

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It's time for all ETF providers to grant investors the vote, or get left behind.

Letter From Jackson Hole

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At the Fed's annual meeting this week, Chairman Powell will discuss today's economic landscape and the road ahead.

How Storms And Patterns Shape Countries

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Here's a look into how U.S. history unfolded through repeating cycles and what it means for the future.

America's 'New' China Narrative

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According to a new narrative that has recently emerged in the U.S., China is suffering economic decline.

What Advisors Need To Know About Growth Equity

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The unique characteristics of growth equity drive a distinct risk-reward profile.

What Cyclical Markets Mean For Clients

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Adopting a broader perspective may help alleviate anxiety and uncertainty for advisors and investors.

How This U.S. Debt Downgrade Is Different From 2011

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The rating downgrade itself will likely not have any material, sustained impact on U.S. government debt or markets broadly.

Why Is U.S. Inflation Falling?

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The decline in inflation over the past year was predictable. Standard economic models appear to work, after all.

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