Cycle Watch | March 2022: War fogs the outlook Geopolitical conflicts add to near-term volatility, but historically, it’s been short-lived. Capital Market Impact March 15, 2022 consumer spendinginflationmarket commentary
Consumers take differing views on inflation Understand the impact that inflation can have on your clients’ financial plans. Economic Commentary March 11, 2022 consumer spending
Markets react to risks of rising global conflict Geopolitical events can rattle markets in the short term but historically have had less of a long-term impact on returns. Capital Market Impact March 2, 2022
Bond investors get emotional Interest rate spikes and widening spreads have upped the level of fear in the bond market. Capital Market Impact February 16, 2022 income planninginterest ratesinvesting strategiesmarket commentary
Value stocks closing the gap Tech stock outperformance has powered the large-cap indexes recently, but the tide may be turning toward value. Capital Market Impact January 25, 2022 investing strategiesmarket commentary
Look at alternatives to seek income goals With risks rising, a 60/40 portfolio may not be able to maintain its run of double-digit returns for much longer. Capital Market Impact November 30, 2021 investing strategiesmarket commentary
Will tapering tame the market? Equity markets have thrived on “easy money”. What will happen when the Fed pulls back on liquidity? Capital Market Impact October 27, 2021 investing strategies
Markets at record levels despite persistent inflation pressure Equity markets have staged another impressive recovery, with the S&P 500® Index breaking out to a fresh record high Capital Market Impact October 25, 2021 economic growthinflationinterest ratesmarket commentary
End of an era for equities and bonds? Traditional 60/40 portfolios have done well since the financial crisis, but investors may need new strategies. Capital Market Impact October 21, 2021 investing strategiesmarket commentary
Cycle Watch October 2021: U.S. economy braces for headwinds After a strong first half of the year, economic winds began to shift in Q3. Capital Market Impact October 18, 2021 cycle watchmarket commentary
