Insights

Growth stocks typically do well in low rate, low growth environments.

In the IPO market, only the best business models survive.

The words of the day are “caution” and “patience.”

As the Fed slows rate hikes, the ECB is staying the course.

A varied macro-economic environment calls for a defensive strategy.

A revived Chinese economy faces global opportunities and challenges.

The Fed may pause this year, but a pivot is unlikely.

Europe may have dodged a recession, but a sobering picture could appear in 2024.

Pessimistic markets are pricing in low recovery conditions.

China may prioritize security in the global economy.

Potential recession is likely to be mild.

Emerging markets stayed strong during rate hikes.

Securities are flowing back into the marketplace.

Money market funds reflect rate hikes.

Play it safe with cash until further clarity.

Energy sector stays hot.

Allow time before setting sail with international opportunities.

Investors may seek cover in value stocks.

Consumer staples come out on top.

Monetary policy may impact midterm rally.

Dividends hold up against volatility.

Use, duration and timeframe can diversify investments.

Numerous factors affect our outlook. 

More warnings appear. 

Investors may feel winter chill in Europe.

Commodity based economies positioned to succeed.

Impacts on the liquidity markets may flow slowly.

Monetary policy works with a lag.

Fed rates expected to go longer and higher.

Risk assets remain on standby.

Quantitative tightening puts pressure on risk assets.

Investors may anticipate Fed actions.

Finding opportunities in a rising-rate environment. 

Municipalities can build on tax revenues.

The real impacts come after the elections.

Where to turn when risk rates rise.

Patience and diversification are key.

Dividends have withstood market volatility.

Dividend-paying sectors have remained steady through good times and bad.

Can the Fed negotiate a soft landing?

Investors seek to reduce risk.

Watch for maximum hawkishness from the Fed.

The stock market has historically viewed divided government favorably. 

Inflation likely to peak in 2022. 

The inflation genie is out of the bottle and the Fed will take action.

U.S. and other swing producers will have to step up energy production.

FOMC's unofficial projection suggests acceleration, but remains dovish