Markets and Economy Legal investigation of Fed Chair Powell presents new risk to markets
The potential use of the justice system against a sitting Federal Reserve Chair represents a line that markets have not previously had to price.
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Portfolio Playbook: Cyclical acceleration
Our framework suggests improving global growth. In January, we’re overweighting stocks with a tilt toward cyclicals, value, and small-to-mid caps.
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Latest insights
Markets and Economy Military conflicts mostly haven’t hindered long-term stock growth
Global unrest can tempt investors to change investment plans, but long-term market growth has continued throughout history despite wars.
Markets and Economy Markets take a wait-and-see approach to US action in Venezuela
A rise in Venezuelan oil production could pressure oil prices in a few years. In the meantime, we expect an accelerating global economy to boost demand for oil and support prices.
