Our team of portfolio managers share their market views and analysis.
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.
Driving with both feet: The prospect of higher interest rates combined with recently announced tariffs could create confusion and concern for investors. Our investment team provides key observations.
Roman Ruins: Italexit or Quitaly? Our investment team weighs in.
Our investment team outlines 12 trends to watch for this year.