A resurgence in productivity underscores a significant shift toward greater efficiency.
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After years of stagnation, the collapse of the German coalition opens the door to structural reforms that could benefit the economy and stock markets.
What investors should consider as the U.S. election outcome becomes clear.
As market dynamics shift and mega-cap tech companies show vulnerability, global small caps could be poised for a significant resurgence.
A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
The ‘Trump trade’ has impacted European equity markets, but reduced uncertainty following the election could be a tailwind for stocks in the region.
Signals embedded in options markets indicate essentially a toss-up, with a very slight edge for former President Trump.
A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.
While U.S. consumer loan balances, which include credit cards and other revolving plans, recently surpassed $1 trillion for the first time in history, the rise in debt tells only half the story.
Sales of GLP-1 weight loss drugs are growing 50% annually, with more research and development underway that could extend growth.
Uncertainty usually rises leading up to elections, but the actual result may help to reduce investor anxiety and market volatility.