Insights

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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.

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.