An initial round of interest-rate cuts no longer appears to be imminent, given recently uneven inflation data and robust jobs growth that have prompted the U.S. Federal Reserve to put a dovish policy shift on hold. What does this delayed timeline mean for equities and fixed income heading into...

Q1 2024 saw U.S. equities stage an impressive rally, supported by the prospect of upcoming interest-rate cuts. The quarter also saw some renewed enthusiasm toward the traditional 60/40 stock-bond portfolio, which had been written off by some investors at one point. But will this supportive...

The U.S. equity market continued to rally in early 2024, even as the latest inflation data and the economy’s resilience prompted the U.S. Federal Reserve to dampen expectations for a full-fledged pivot to an aggressive rate-cutting stance through year end. What’s an investor to do in this highly...