Insights

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The 2024 presidential election could trigger an end-of-year rally.

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 Dividends are working, even when out of favor.

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Dividend performance follows a natural rotation.

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International dividend payers have come through a lost decade.

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More housing should increase affordability.

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Investors may want to take a fresh look at the dividend investing space.

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Mortgage-backed securities may become more attractive relative to credit.

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As the Fed continues quantitative tightening, spreads widen.

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 The U.S. is likely already feeling the predicted “rocky landing.”

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High inflation hurts everyone.

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Investors should watch corporate earnings.

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A mild recession may be inevitable.

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The consumer is between tough headwinds and promising tailwinds.

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Regional bank collapses fueled inflows to money market funds.

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Emerging markets may show long-term opportunity for investors.

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Europe may have the momentum, valuation and growth to continue to outperform.

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While the markets seem to expect the Fed to reverse course, rates may stay higher for longer.

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Is the dollar's reserve currency status in danger?

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Expect a few diversions before reaching a debt-ceiling resolution.

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Munis may see heightened demand this year.

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Bond markets are caught in a variety of crosswinds.

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Investors may find value in high-quality bonds.

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Banking sector turmoil has raised recession risks.

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

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

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

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

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

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A revived Chinese economy faces global opportunities and challenges.

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

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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.