Following the US elections and the US Federal Reserve meeting last week, two major heavyweights for the market have been lifted. But does that mean investors are feeling more comfortable given an overcast of looming uncertainty?

For those of you who have been tracking markets post-election, you may have noticed that it has been a very active time for muni bonds, ending election week at a 3-month high. Is the current trend expected to persist?

The busiest week of the 3Q earnings season has officially concluded—over three-fourths of the S&P 500 market cap has reported—and so far results have been healthy. What does this all mean moving forward?

With the election and the November Fed meeting now behind us, what’s still uncertain is the path forward. As we have witnessed, inflation has been receding and the job market has been the best in 20 years. What might the yield curve look like now?

The Tax Cuts and Jobs Act introduced transformative changes to the U.S. tax code, many of which are set to expire at the end of 2025. It will impact us on many levels, but for those with a philanthropic strategy, what are the changes there?

We have all seen how extreme weather events can have a devastating impact on people’s lives and their property. Insurance premiums have risen in some markets as risks of wildfires, hurricanes and floods have increased. Are homeowners and investors starting to integrate this risk into their real estate decision-making?

This is the 4th episode of the series, “The era of AI.” We have a conversation with Joe Wilson, Lead Portfolio Manager US Technology at JP Morgan about how AI is impacting everything energy touches. In the evolution of AI, where are we going?

We are talking about Emerging Markets, and if things fall into place, is there a possibility that EM assets could perform well? With so many outliers right now, the question is timelier than ever.

John Lennon once said, “Life is what happens when you are busy making other plans.” That expression rings so true, especially when you are considering ways to protect yourself and your loved ones. So, how can you create a long-term protection plan?

Gifting season is right around the corner. There are a number of ways to send monetary gifts or donations, and one of the ways is through a “Donor Advised Fund” or DAF. But why have they become so popular. How do you get started?

This is the 3rd episode of the series, “The era of AI.” We have a conversation with Kevin Dennean, Equity Strategist, US Technology & Telecom at UBS about how AI is impacting equities. In the evolution of AI, where in the line graph are we, and where do we go from here?

Less than 2 weeks away from the US elections, Paul Donovan, UBS Chief Economist gives his ‘perception versus reality.’ We are seeing a more pessimistic bias, which doesn’t necessarily equal a negative reality. So, how should you ‘think’ as you prepare for election day?  

As the US election draws nearer and more rate cuts by the Fed are expected, we look to business owners and seasoned investors for their reactions. From unexpected surprises over the last few months to mountains of uncertainty, what signals should you be focusing on?

In its final days, the US presidential race couldn’t be tighter. Kurt Reiman, Head of Fixed Income, CIO Americas, advises worried investors not to vote with their portfolios, and shares tactical ways to prepare for potential volatility. 

Less than 4 weeks until election day and there is so much unanswered. CIO breaks it down: How does the presidential election impact the Inflation Reduction Act and climate policy in the US?

If elected, how would Trump or Harris handle relations with China, including trade and tariffs? Robert Daly, Director of the Kissinger Institute on China and the US, says that, while their approaches would differ, preserving peace should be at the center.

This is the 2nd episode of the series – “The era of AI.” We have a conversation with Dan Flax, Global Research for Neuberger Berman detailing transformations about the utilization of AI in the health and education sectors.

With a US election on the horizon and a dockworker strike just beginning, reshoring has taken the spotlight. So, how does this all potentially affect the American consumer and the average investor?

The 2017 Tax Cuts and Jobs Act is currently set to expire at the end of 2025. The historically high “lifetime gift” and “estate tax exemption” that exists today could be cut in half by 2026. What might this mean for you?

Climate investment continues amid challenges; CIO shares thoughts after attending New York Climate Week events.

The ol’ saying is - “Good things come to those who wait.” But does waiting yield more attractive valuations for your portfolio, and does that lie in investment grade corporates.

Here is a recap of the past week from the latest on the Fed decision, market swings, emerging markets, and the election.

Latin America is home to some of the most exotic locations in the world. We’re talking about the economy, as there has been some rising interest since the US Federal Reserve finally began cutting interest rates.

Investors looking to make portfolio changes ahead of the election should know it’s not about winners and losers, says Phil Orlando, Chief Equity Market Strategist at Federated Hermes. It’s about staying invested for the long term. He shares the areas of the market poised for success this election season, covers what a contested election could mean for markets, and more.