Fresh perspectives on economic trends and events impacting the global markets.
Based on Trump’s campaign pledges and subsequent activity, his second presidency may affect the markets and economy though not as much as monetary policy.
Will US inflation rise? Are tariffs a concern? With the new year and a new Trump administration, investors have questions about the economy and markets.
Lower interest rates may help push global growth higher in 2025, creating an attractive environment for risk assets.
January's stock performance is thought to show what it will be for the full year. But our research says the predictive power of January is overstated.
The December US jobs report showed strong growth, prompting market concerns about the economy running too hot and opening the door to more inflation.
With inflation concerns prevalent, markets didn’t appreciate the strong December US jobs report, but was the initial response an overreaction?
Markets around the world rose last year despite geopolitical uncertainty, a trend that I believe seems poised to continue.
An exchange-traded fund (ETF) is a basket of stocks, bonds, or other securities that trades on an exchange like an individual stock.
A government shutdown can lead to short-term market volatility, but they generally resolve quickly with minimal market impact for long-term investors.
A selection of articles from our experts on the markets, economy, and investments.
Help your participants get more out of retirement through our innovative thinking and in-depth, proprietary research.
Insights from our income experts on investing opportunities around the globe.
Explore our latest insights on investment opportunities and potential ways to use ETFs in a portfolio.
Learn about investing in ETFs, including the basics, benefits, and choosing one.
Candid conversations with fund managers, market strategists, and more.
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