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Thoughts on the Market
U.S. Elections: Potential Implications for Businesses and Consumers
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We discuss how the upcoming U.S. elections could affect trade and tax policy, and which scenarios are most favorable to retailers and brands.
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Separating the Cyclical from the Systemic
Lisa Shalett, our CIO for Wealth Management, and our Head of Corporate Credit Research discuss how to forecast expected returns over the long term, and whether historic cycles can help make sense of the market environment today.
Published 05/03/24
Thoughts on the Market
Published 05/03/24
Special Encore: Seth Carpenter: Looking Back for the Future
Our Global Chief Economist explains why the rapid hikes, pause and pivot of the current interest rate cycle are reminiscent of the 1990s.
Published 05/03/24
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