Portfolio Playbook
Get timely investment ideas, an overview of what’s happening in the markets, and tips to help optimize your portfolios in our monthly playbook.
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The surprising case for investing when the Fed’s raising rates
Investors often worry when the Federal Reserve hikes interest rates, but historically, the stock market has performed better in the years following rate increases. We explain why.October 19, 2026 -
Growth vs. crisis: Markets weigh a higher-rate reality
Economic resilience or debt crisis? Investors see different stories in rising yields. What higher yields might mean for growth, stocks, and investors.October 12, 2026 -
Why Meta’s Muse may support the AI bull market
Oil and rates may challenge markets, but the success of Meta’s personal AI agent suggests the structural AI growth story may remain on track.September 28, 2026 -
Above the Noise: Looking beyond the headlines
Are attention-grabbing headlines helping you reach your long-term goals? Here are market signals that may matter for long-term investors.September 23, 2026 -
Why the bull market has kept defying the bears
Strong economic and corporate fundamentals have helped the stock market withstand higher rates, oil prices, and geopolitical risks.September 21, 2026 -
Why investors may want to ignore some market headlines
Oil, rates, debt, and the Federal Reserve have been dominating headlines. But earnings and AI spending may matter more to markets.September 8, 2026 -
Above the Noise: AI, earnings, and permabears
Market trends such as AI demand, earnings growth, broader participation, flat oil, and resilient growth may push back on bearish narratives.August 21, 2026 -
New Treasury buyback eases ‘debt reckoning’ worries
The US Treasury debt buyback plan illustrates that the government is unlikely to sit back and allow a disorderly debt crisis to unfold.August 19, 2026 -
Why market headlines may miss the bigger picture
Investors may benefit from looking past dramatic market headlines and focusing on economic growth, earnings, and the bigger market picture.August 10, 2026 -
QQQ quarterly outlook report
Read about the latest Invesco QQQ ETF fund performance and what our strategist expects next quarter.August 5, 2026 -
Is the angst over AI spending and Fed inaction warranted?
Investors are concerned that artificial intelligence spending is too high and that the Federal Reserve is behind the curve in fighting inflation. But what does the evidence say?August 3, 2026 -
Why market volatility may be part of the bull case
Markets may face AI skepticism, inflation worries, and geopolitical risks, but the bull market still looks intact amid resilient growth.July 27, 2026
Explore all insights
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Featured insights
Get straightforward insight from our market and economic experts on what investors need to know about soft landings, inflation, the economy, government debt, election season, and more.
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Investments
Insights on investing implications, market movements, and structural changes in a shifting world.
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ETF insights
Our latest thinking on opportunities and potential ways to use ETFs in a portfolio.
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ETF education
Learn about investing in ETFs, including the basics, benefits, and choosing one.
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Podcasts
Candid conversations with fund managers, market strategists, and more.
