Investment Perspectives

Disruption Without Derailment The U.S. stock market confronted a series of powerful crosscurrents in 2025—political uncertainty, trade disputes, and rapid technological change—but still managed to

Resilience And Risks Buoyed by a resilient corporate sector, equity markets have largely shrugged off an unsettled backdrop and the day’s often-distracting headlines. Stocks continued

Gradually, Then Suddenly Three months ago, stock-market investors were in full-fledged panic mode after President Trump unveiled a sweeping new tariff regime. Bond investors also

Trade Winds A global trade war is brewing as the United States imposes sweeping new tariffs on a host of countries, heightening concerns about economic

Despite incessant political, geopolitical, and financial chatter, 2024 turned out to be another record-setting year on Wall Street. Buoyed by a resilient U.S. economy and more accommodative Federal Reserve, investors propelled the S&P 500 stock index to 57 record closes. Improved corporate earnings and a series of interest rate cuts further boosted market confidence.

Cut To The Chase Powell’s pivot After launching an all-out battle against inflation thirty months ago, driving borrowing costs to a two-decade high, the Fed

The AI Gold Rush Investor enthusiasm for the transformative potential of artificial intelligence (AI) has continued to drive the stock market. The S&P 500 Index

Overcoming Hurdles The U.S. stock market maintained its momentum in early 2024, with the S&P 500 Index notching a second straight double-digit quarterly return —