Assessing the market reaction to President Trump’s tariffs and where we’re seeing opportunities as a result of the dislocation.
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Rather than favoring U.S. stocks at any price, investors may want to prioritize a global approach focused on valuation and free-cash-flow growth.
How fixed income markets are responding to Trump’s sweeping tariffs.
Key considerations for investors as markets await clarity on the Trump administration’s evolving tariff agenda.
Despite uncertainty surrounding a raft of Trump administration initiatives, steady economic data caused the Fed to hold firm.
The sector offers both traditionally defensive holdings and long-term growth potential that now looks attractively valued.
Investors are right to be concerned about policy-driven volatility, but at the same time should recognize the importance of staying invested during periods of uncertainty.
Assessing market reactions to the Trump administration’s recently imposed tariffs.
A changing geopolitical landscape is helping revive once slow-growing areas of the market, such as European defense.
Interest rates, deregulation, and election outcomes could lead to new sector winners and losers.
As shifting politics collides with economic realities, what might this mean for fixed income? Jim Cielinski focuses the telescope on prospects for the new year.