Inventories tend to have a cycle of their own, growing and contracting several times over the course of an expansion.
Accessing new sources of uncorrelated alpha
Given current and projected productivity and labor supply dynamics, productivity is unlikely to provide a significant lift to future growth.
Uncertainty around the trading relationship between the U.S. and China will linger next year and beyond.
Capital framework discussion from the NAIC 2019 Fall National Meeting.
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Fiduciaries who aren't considering a TDF's strategic design may be missing the mark. (see more to the right in RED)
On July 31st, The Federal Reserve (Fed) cut rates for the first time since 2008. In the immediate aftermath of this cut, the U.S. Dollar strengthened.