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Economy & Markets
Knowledge of the economy and markets is essential to informed investing. In broad terms, an economy comprises the wealth and resources of a country or region, especially in terms of the production and consumption of goods and services. Financial markets refer broadly to any marketplace where the trading of securities occurs, including the stocks, bonds, currencies, among others. These articles could help broaden your understanding.
As we head into the second half of the year, geopolitical and policy uncertainty will likely remain prominent; however, uncertainty can often bring opportunity. We recommend maintaining a well-diversified portfolio and urge investors to exercise patience and careful consideration, especially when reacting to headline-driven risks.
Crit Thomas, CFA, CAIA, Erik M. Aarts, CIMA, Tim Paulin, CFA
We’ve been getting a lot of questions about the dollar and international equities. The main focus is whether we are on the cusp of a secular shift toward international equities, similar to the trend seen in the early 2000s when the dollar fell and international stocks outperformed.
William Johnson, Tania Mitra, James King, Alec Rich
Given the market volatility triggered by recent tariff announcements, our Global Market Strategist, Crit Thomas, shared his perspective in a recent Citywire article.
The best way to summarize our thoughts about 2025 is that it will be interesting. We are biased toward domestic equities, even more so with the GOP sweep, but we want to be careful with valuations. Unlike 2024, we believe income will play a bigger role in returns, though we remain slightly overweight equities.
Crit Thomas, CFA, CAIA, Erik M. Aarts, CIMA, Brian Cheyne, CFA, CIMA
“The U.S. Federal government is on an unsustainable fiscal path.…it’s probably time, or past time, to get back to an adult conversation among elected officials about getting the federal government back on a sustainable fiscal path." - Federal Reserve Chair J. Powell on 60 Minutes 2/3/24
One thing we feel strongly about is the Fed's commitment to get inflation down to their 2% target. We also note that the Fed is setting policy using data out of the rearview mirror. Given the lagged effects of monetary policy, this approach increases the odds for a Fed overshoot. This is at the core of our more cautious stance in asset allocation positioning.
Explore timely insights on credit risk. We evaluate historical data and statistical relationships to identify drivers or signals as of August 31, 2023.
Explore timely insights on U.S. vs. emerging markets. We evaluate historical data and statistical relationships to identify drivers or signals as of August 31, 2023.
Explore timely insights on interest rate risk. We evaluate historical data and statistical relationships to identify drivers or signals as of August 31, 2023.
Explore perspectives on the debt ceiling. We evaluate and analyze relevant points of view and directions.
Economy & Markets
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