Our weekly insights
Stay current on the key topics affecting your clients
Don’t miss these opportunities to engage with our experts
Eye on the Market
Access our latest commentary
Get insights into top-of-mind topics
Discover how the 2026 stock market rally mirrors previous market trends. Explore sector performance, AI impact, political events and S&P 500 earnings growth in this in-depth analysis.
Curious about investing in private markets? Discover how semi-liquid funds like interval funds, tender offer funds, non-traded BDCs and REITs are making private investments more accessible.
Explore expert tips on tax-loss harvesting, portfolio drift and year-round tax planning for investors. Find out how to manage capital gains and maximize refunds with smart investment strategies.
Explore how the rise of agentic AI is driving unprecedented compute demand, causing shortages in chips, power and data center infrastructure. Learn what this means for AI investment and business strategy.
Stay ahead with the latest S&P 500 earnings outlook for the first quarter of 2026. Explore sector growth trends, profit forecasts and key market insights to guide your investment decisions.
Private credit is under scrutiny—find out what’s driving investor concerns, how software industry changes can impact portfolios and why private credit remains attractive for long-term investors.
Navigate the risks and opportunities in bond investing after Treasury yields surge. See why short- and intermediate-term bonds may offer the best value in today’s market.
The Iran conflict is reshaping global markets—find out how surging oil prices, helium shortages and supply chain disruptions could affecti AI chip production and the semiconductor sector.
Uncover the hidden volatility and sector dispersion beneath the S&P 500’s surface. Learn how geopolitical risks and AI anxieties are presenting opportunities in 2026.
Explore how energy sector profits and oil price swings shape the US economic outlook and investment opportunities.
Middle East risks keep the Fed hawkish as the March FOMC holds rates, with markets repricing rate cuts. Explore implications for the US economy and fixed income.
Energy disruption adds volatility to assets, yet the case for disciplined diversification strengthens as yields rise and growth remains uncertain.
Discover how geopolitical conflicts impact the energy sector, the S&P 500 and oil prices—and what investors should watch going forward.
Discover what is driving US productivity higher and how AI may be affecting it. Learn the key drivers today and what this means for markets.
Discover how quantum’s long timelines and reliability gaps can fuel volatility—and how selective, diversified exposure helps investors limit drawdowns.
Discover how Iran’s conflict can drive inflation and volatility through energy shocks—and how diversification helps investors limit drawdowns.
Discover who stands to gain if Fannie Mae and Freddie Mac go public. Explore the impact of their IPO on mortgage rates, agency MBS, taxpayers and investors in the evolving U.S. housing market.
Explore why value stocks are gaining momentum in 2026. Get insights on how rate cuts, fiscal easing and AI capex lift cyclicals and broaden market leadership.
Explore the drivers behind the abrupt sell-off in software stocks in early 2026. Get insights on how shifting IT budgets toward AI infrastructure are reshaping sector allocation trends and the future outlook for private equity and credit investors.
Explore the drivers behind the abrupt sell-off in software stocks in early 2026. Get expert insights on AI disruption, sector allocation trends and the future outlook for private equity and credit investors.
Uncover the factors behind the impressive performance of emerging market equities in 2026. Get expert insights on earnings growth, macro trends and the future investment outlook.
Discover how the January jobs report impacts the U.S. economic outlook and Federal Reserve policy. Explore key labor market trends, payroll growth and unemployment rate changes for 2026.
Explore how investing in quality stocks can build resilient portfolios, offering stability and outperformance in uncertain market conditions.
Stay updated on the latest FOMC meeting: The Federal Reserve holds rates steady at 3.50%–3.75%, signaling a hawkish stance amid solid economic growth and stable unemployment. Discover what this means for inflation, fiscal stimulus and future rate cuts.
Explore the divergence between metals and energy prices in modern markets. Find out what drives commodity volatility and how investors can hedge risks with smart asset allocation.
Explore how robotics is emerging as the next frontier for AI in 2026, shifting market focus from model creators to infrastructure and real-world applications. Discover the technological breakthroughs, economic trends, commercialization challenges and investment opportunities shaping the future of AI-powered robots.
Explore the effects of government-backed MBS purchases on mortgage rates and housing affordability. Learn what this means for homebuyers and the future of the U.S. housing market.
Explore the latest trends in the AI boom for 2026, including tech stock performance, earnings growth, valuations, adoption rates and investment strategies. Discover why AI remains a compelling opportunity despite market volatility.
Stay updated on the latest December CPI report and its impact on Fed policy. Discover how inflation trends may influence interest rates and the Federal Reserve’s next moves.
Discover how AI is being monetized across infrastructure and applications, with hyperscalers investing billions in data centers, semiconductors and cloud services. Explore the evolving economics of generative AI, enterprise software pricing strategies and the critical role of diversification for investors in the rapidly expanding AI value chain.
What does U.S. intervention in Venezuela mean for oil markets, global politics and investors? Discover key insights on geopolitical risks and investment implications in this timely analysis.
Get the latest analysis on the Federal Reserve’s potential January rate cut, with insights from November’s jobs and CPI reports. Explore how government shutdown data issues impact unemployment, inflation and monetary policy expectations.
Discover what’s driving S&P 500 stock market returns in 2025. Explore the shift from multiple expansion to robust earnings growth, the evolving impact of the Magnificent 7, and broadening profit growth across sectors like financials, industrials, utilities and materials. Learn how market volatility and sector selection shape investment strategies for a resilient equity market.
The Federal Reserve cut the federal funds rate by 0.25% at its December meeting, signaling a continued easing bias for 2026. Explore the FOMC’s latest Summary of Economic Projections, inflation and GDP growth outlook and insights from Chairman Powell on monetary policy, risk assets and the bond market.
Explore the 2026 outlook for hedge funds with insights on active management, alpha generation and diversification. Learn how market trends, rate volatility and global macro strategies are shaping investment opportunities.
Discover the real impact of AI on layoffs in 2025. This expert analysis explores whether artificial intelligence is truly driving job losses or simply reshaping the workforce, with data-backed insights on industry trends, affected roles and the future of employment.
Explore the recent reversal in the low-quality stock rally and discover why fundamentals matter in today’s market. Learn how speculative sectors like AI, crypto and biotech have performed versus quality stocks and get insights on where investors should focus for sustainable returns.
Discover why recent Federal Reserve rate cuts aren’t boosting consumer spending as expected. Explore the impact on holiday shopping, household debt and interest income in our latest market analysis.
Can nuclear power solve the energy crisis for AI data centers? Uncover the challenges, investment opportunities and market impact of uranium and small modular reactors in the U.S.
Is Big Tech’s AI-driven bond issuance a threat to credit markets? Explore expert insights on AI-related debt, sector concentration and opportunities for investors in today’s investment-grade credit market.
Discover how the Supreme Court’s ruling on IEEPA tariffs could impact U.S. trade policy, global tariff rates and market volatility. Learn what new tariff powers the administration may use and what it means for businesses and investors.
Discover which country is leading the global AI race—US or China. Explore key trends in artificial intelligence, technology investment and Asia’s growing influence in robotics and automation.
Discover the latest insights on the Federal Reserve’s October interest rate cut and what to expect at the December meeting. Learn how the government shutdown, inflation trends and funding market stress could impact future rate decisions.
Learn how rare earth metals drive AI and tech advancements, the effects of U.S.-China trade tensions and what investors need to know about this dynamic market.
Discover how recent defaults in the auto sector and leveraged loans are impacting private credit markets. Learn what investors should watch for and how to manage credit risk in today’s evolving landscape.
Discover how evolving U.S. economic policies, global trends like economic nationalism, fiscal activism and AI adoption are reshaping investment strategies. J.P. Morgan’s latest insights reveal why traditional 60/40 portfolios may fall short and how diversified alternatives can enhance resilience and returns. Learn how to future-proof your portfolio for the next decade with thought leadership from J.P. Morgan.
Circular spending is accelerating in AI, but does it mean a bubble is forming? Explore how overlapping partnerships among hyperscalers, chipmakers and model developers are reshaping artificial intelligence markets with robust fundamentals.
Private equity firms are changing the game in sports. Learn about the rise in minority stakes, booming team valuations and the financial appeal of investing in professional leagues.
Uncover the reasons behind record-high U.S. stock market valuations and learn expert strategies for portfolio diversification into value stocks, international equities and corporate credit for stronger returns.
Learn how to optimize your portfolio for tax efficiency during capital gains season. Find out why ETFs outperform mutual funds in tax savings and how tax loss harvesting can help you keep more of your returns.
Wondering which rates will drop as the Fed cuts? Explore expert insights on the yield curve, Treasury yields and smart investment strategies for a changing bond market.
Why is AI infrastructure spend soaring? Dive into the factors behind rising compute demand, the impact of hyperscalers and the changing business models shaping the future of artificial intelligence.
Discover how Federal Reserve interest rate cuts impact alternative investments like private equity, venture capital, private credit, real assets and hedge funds. Learn what investors should consider in today’s changing market.
A potential U.S. government shutdown could shake markets and investor confidence. Read our analysis of potential impacts on stocks, bonds, and economic indicators.
Fed rate cuts are here—find out which rates are falling, which stocks to watch, and which regions may outperform. Get actionable investment insights for today’s market.
Explore the latest Federal Reserve rate cut, its impact on economic growth, inflation and Fed independence. Learn what this means for investors and market trends in 2025.
Discover how artificial intelligence (AI) is driving U.S. economic growth in 2025, with record investments in data centers, tech hardware, and infrastructure. Explore the impact of AI on GDP, business investment, and the future of the American economy.
Explore four potential market scenarios—accelerating growth, slow stability, recession, and stagflation—and see how each could influence your portfolio. Find actionable advice for navigating economic uncertainty.
Is the U.S. stock market overheated? Uncover insights on market cap-to-GDP ratios, tech sector influence, and smart investment moves for 2025. Learn how shifting market dynamics and sector concentration could impact your portfolio and discover strategies to manage risk and seize new opportunities.
Understand the benefits of a declining USD for emerging markets. Explore how EM equities are thriving with improved capital flows and enhanced returns. Get insights into the structural and cyclical factors driving EM growth.
Private equity vs. small cap stocks: Which offers better growth potential? Delve into the evolving investment landscape and discover where growth investors should focus their attention.
Stay informed on the U.S. dollar's trajectory in 2025 with our comprehensive updated analysis. Discover how policy uncertainty, fluctuating growth rates and shifting global capital flows are shaping currency value and influencing investor strategies.
July CPI inflation report reveals headline and core inflation surprises, impacting Federal Reserve policy. Key factors include tariff-related price pressures, energy prices and core services dynamics. Explore the influence of seasonal components, equity prices and fiscal stimulus on potential interest rate cuts and economic indicators.
Explore the impact of AI on the workforce in 2025, where AI adoption is transforming roles rather than eliminating them. Uncover the macroeconomic factors contributing to the U.S. hiring slowdown and gain insights into the future of AI-driven job creation and evolving skill demands.
Explore the July FOMC meeting insights where the Federal funds rate remains steady. Discover the reasons behind the dissenting votes, Chair Powell's stance on Fed independence, and the economic outlook amid tariff impacts. Stay informed on potential September rate cuts and market expectations.
Discover how August's pivotal tariff deadlines could impact global trade and investment strategies. Explore key dates, including new reciprocal tariffs on major trade partners, U.S.-China negotiations and potential court rulings. Learn how these developments affect market trends, corporate earnings and the importance of diversification and active management. Stay informed on economic resilience and inflation hedging opportunities.
Explore the One Big Beautiful Bill Act (OBBBA) and its impact on the economy, tax policy, government spending, and deficits. Discover how the OBBBA's tax cuts, spending changes, and debt ceiling adjustments could influence growth, inflation, and the labor market. Understand the potential effects on corporate profits, social programs, and investment strategies. Stay informed on the latest fiscal policy shifts and market reactions.
Uncover the significance of stablecoins in today's financial landscape, offering stability and efficiency in decentralized transactions. Explore the GENIUS Act's role in shaping regulatory frameworks, stablecoins' applications in cross-border payments and blockchain marketplaces, and their impact on U.S. government debt and global finance.
Discover how shifting consumer spending patterns are shaping investment opportunities in 2025, with insights into resilient retail sectors and emerging trends like simple luxuries. Learn how high-income consumer behavior and economic factors like inflation are influencing the U.S. economic outlook and stock selection strategies.
Discover how a higher-for-longer interest rate policy impacts real estate investments, from market repricing to supply shocks and asset quality dispersion. Learn why selectivity in asset ownership is crucial in today's evolving economic landscape.
Explore the Federal Reserve's decision to maintain the Federal Funds Rate at 4.25%-4.50% during the June FOMC meeting. Understand the economic outlook, inflation, unemployment projections and the implications for investors amidst trade negotiations and fiscal stimulus uncertainties.
Explore the advantages of global fixed income for U.S. investors, including hedging premiums and diversification benefits. Learn how Japanese government bonds and other global markets can offer higher yields when hedged back to U.S. dollars. Discover the structural features of global markets and the importance of active management in today's economic environment.
Explore the driving forces behind the U.S. equities rally, including retail investors and corporate buybacks, as the S&P 500 overcomes volatility. Understand market valuation, earnings growth and economic uncertainty in the context of tariffs and Federal Reserve policies.
Explore the potential of emerging market equities in 2025 as they outperform developed markets, driven by solid fundamentals, easing trade tensions and technological innovation. Discover insights on portfolio diversification, currency valuation and the impact of AI adoption on investment strategies.
Discover how businesses are leveraging AI to enhance operational efficiency and drive innovation. Explore the latest advancements from tech giants like Microsoft and Google and learn how sectors such as financial services are integrating AI for compliance, risk management and client service.
Discover how value stocks can "policy-proof" portfolios amidst market volatility and policy changes. Explore insights on tariffs, reindustrialization and deregulation, and learn how diversified equity exposure strengthens portfolios in dynamic market conditions. Ideal for investors seeking strategies to navigate economic uncertainties and capitalize on market opportunities.
Explore the implications of Moody's recent downgrade of the United States credit rating from Aaa to Aa1. Understand how this shift impacts market volatility, fiscal policy and investor strategies. Discover key takeaways for global diversification and insights into the U.S.'s fiscal challenges. Stay informed with expert analysis on the evolving financial landscape and its effects on investment opportunities.
Against a backdrop of shifting tariffs and the rewriting of trade relationships, global currencies have been in flux. Entering 2024 at a two-year high, the U.S. dollar index has since surrendered over 7% of its value against a basket of major currencies.
Explore the latest developments in U.S.-China trade negotiations, including temporary tariff reductions and their impact on global markets. Understand key issues such as trade deficits, fentanyl tariffs and strategic product considerations that could shape future economic policies and international relations.
Explore the resilience of private credit as it faces potential economic challenges. Discover how this $1.6 trillion asset class has grown, the risks it faces today and the strategies investors can use to navigate higher interest rates, tariffs and economic uncertainty.
Explore the Federal Reserve's decision to maintain interest rates at its May meeting, despite economic uncertainties and tariff impacts. Understand the implications for future policy adjustments and how investors can navigate the current financial landscape.
The remainder of 2021 should see an acceleration in economic activity, rising inflation, and higher interest rates. In general, this dynamic should support the outperformance of value relative to growth, with attractive relative valuations acting as an additional tailwind for value outperformance.
While many changes are likely to emerge, one clear trend, with far-reaching macro and market implications, is the increase in leverage, says Azzarello.
The S&P 500 has marched steadily higher from its March 23rd low against a backdrop of investor skepticism. In previous posts, we have discussed how this rally is being driven by three things.
The balance sheet of the U.S. Federal Reserve (Fed) has increased by 2.9 trillion USD since the start of March, meaning that in just over eleven weeks it has grown more than it did in the five years following the Financial Crisis.
Year-to-date, emerging market (EM) equities are down -17.6%, as a combination of the COVID-19 recession and the oil price shock has led to downward revisions to earnings expectations, as well as weaker currencies relative to the U.S. dollar.
Global markets have roiled in the face of COVID-19 and social distancing, and many investors are looking to “pick up the pieces,” eagerly hunting for the next big opportunity.
Earlier this week, oil prices turned negative for the first time in history, with WTI trading as low as -$37 a barrel.
Over the past two months investors have digested the COVID-19 shock: the fast spread of the virus around the world, the social distancing measures implemented and the resulting economic and earnings recession.
1Q20 earnings season will provide an important first look at how the ongoing pause in global activity is impacting corporate earnings.
The industries most impacted by social distancing account for 20% of payroll employment, and consumer spending across those industries account for 20% of GDP.
Today’s objectively complicated credit market may be an excellent source of future portfolio growth, says Dryden.
Ultimately, how high the unemployment rate gets is dependent on one key question: will American small business fire its workers, says Manley.
Initial claims for unemployment insurance surged to the highest level ever: 3,283,000, spiking from a slightly revised 282,000 last week.
This paper, written by Dr. David Kelly, reviews the U.S> relief bill and its investment implications.
The U.S. Federal Reserve (Fed) has pulled out its alphabet bazooka in an effort to ensure sufficient liquidity and the smooth functioning of financial markets, while also providing credit to businesses that are affected by the spread of COVID-19 and the stall in global economic activity.
As economists continue to revise down their 2020 GDP estimates, a lot of clients have been asking us about the potential impact on earnings.
This past Sunday, the U.S. Federal Reserve (Fed) fired a last desperate salvo in an attempt to stabilize financial conditions, the second emergency inter-meeting cut in two weeks.
Coming into this year, we expected an improvement in global economic growth, as 2019’s policy uncertainty clouds dissipated.
The COVID-19 crisis confirms, once again, the value of a diversified portfolio, says David Kelly.
There is not a clear answer. However, what we can provide perspective on, is where we are finding value, according to David Lebovitz.
Former Vice President Joe Biden made a surprise comeback during the Super Tuesday contests, paving the way for a two-person race to the Democratic nomination.
Equity investors spend a lot time looking for where earnings growth will be strong; what doesn't get as much attention is what happens after they're generated.
Taken at face value, the fall in job openings is concerning and warrants careful monitoring.
Financial markets have fallen sharply on concerns of the coronavirus, a respiratory illness first identified in Wuhan, China, spreading globally.
Equity market valuations have risen substantially in recent months, with the forward P/E ratio of the S&P 500 now at a level of 18.6x.
Investors are now asking whether inflation could return, threatening the rally in financial markets.
Buying the dip - the coveted strategy (almost) all investors like to employ.
Rising geopolitical tensions with Iran have led to some fears over potential oil supply shocks out of the Middle East.
Rising geopolitical tensions with Iran have led to some fears over potential oil supply shocks out of the Middle East.
Market themes
Get everything you need, everywhere you go
