Markets & Economy

What Could Go Right in 2023?

March 08, 2023 | Investing

It’s easy to focus on what could go wrong in markets and the economy this year given the current landscape – but what if we flipped the script and highlighted what could go right in 2023? We reached out to our research analysts to get their insights. Let’s hear what they had to say. Sector: …

Inflation 101: Your Guide to Understanding Inflation

February 21, 2023 | Investing

The Fed, investors, and consumers have spent the last year navigating extraordinarily high inflation. As we all look for it to cool, there are questions on how it’s measured, what drives it, and how it can impact investment portfolios. Inflation measures how much the prices of goods and …



5 Things to Know About Recessions

January 30, 2023 | Investing

Is a recession coming? A question that is top of mind for investors, businesses, and everyone in between. In our Annual Outlook, we shared our view that growth will continue to slow, and a recession is the most likely outcome. If a recession does materialize, we expect downward pressure on …

Checking in on the Fed and Market Rally

November 11, 2022 | Investing

Federal Reserve (Fed) Chairman Jerome Powell stepped to the podium at his most recent press conference and delivered a very clear message: The market should expect rates to remain higher for longer. This sent markets lower and led to an aggressive repricing higher of the Fed’s terminal rate. …

What a Strong US Dollar Means

October 20, 2022 | Investing

The US dollar has picked up momentum throughout the year and is currently the strongest it has been in decades. When the dollar gets stronger other currencies grow weaker, and right now it is leading the pact against the euro, British pound, and Japanese yen. While a ‘strong’ US dollar sounds …

Protecting You from Yourself

September 28, 2022 | Investing

In investing, there’s no limit to how high a stock can go. Worst case, a stock can go off the board (i.e., to zero), and you’ll lose what you put in. But best case, a stock can go up 2x, 5x, 10x or more, delivering massive gains to the long-term investor. This wide range of outcomes is the …

Cracks in the Credit Markets

September 13, 2022 | Investing

Although credits spreads have widened across bond markets in 2022, they are still relatively compressed per historical standards Swaps are a derivative tool primarily relevant to institutional investors, but they can provide useful insights for all investors Swap spreads are rapidly …



Europe’s Energy Crisis

September 13, 2022 | Investing

Russia has taken the next step, escalating its conflict with Europe by indefinitely shutting off gas supplies to Europe. Citing economic sanctions imposed by the West, Russia has closed the taps to its Nord Stream 1 pipeline, throwing Europe into its biggest energy crisis in decades. We are …



Surviving Market Ups and Downs

August 25, 2022 | Investing

No one likes to be whipsawed, and this year has left investors riding on quite the rollercoaster. If 2021 was the lift up to the first drop, well that hill peaked in January, and we’ve all been going through loops ever since. But whereas theme park rides are meant to be fun—for the most part— …