Our team of portfolio managers share their market views and analysis.
Our investment team provides insight into exciting, disruptive or otherwise new developments we anticipate to be impactful to businesses, consumers and society.
When markets are priced based on the most negative scenarios that can happen, it creates opportunity for active investors better positioned for what will happen.
Inverted Yield Curve: What’s all the fuss about?
The U.S. economy remains strong, as the average consumer may not be feeling any negative effects of escalating tariffs or headlines of a trade war with China — yet.
Push or pull? As consumer confidence and U.S. GDP growth accelerates, we also see rising inflation expectations and signs of deteriorating global economic growth.