EQUIPPED FOR CHANGING TERRAIN
Change transforms where opportunity lives. Learn how alternative assets may help prepare portfolios for the road ahead.
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Top picks
Chart of the week |
Macroeconomic
Rising margin expectations continue to support equities, underscoring the resilience of corporate profitability in the face of last year’s tariffs and this year’s Middle East war. The U.S. remains especially strong compared to peers, though first quarter earnings will be an important test.
Article |
Fixed Income
AI, resilient trade and a weaker dollar are turning heads towards the countries driving global growth. Emerging economies haven’t looked this promising in years.
Chart of the week |
Macroeconomic
Technology valuations have meaningfully declined over the past year, but the sector continues to stand out for its strong earnings growth and relative resilience. While near-term uncertainty remains, tech still appears well positioned as a key driver of broader market growth.
Article |
Macroeconomic
Market shocks are an inherent part of investing, and while volatility always feels unsettling in the moment, history provides a critical reminder: markets have weathered difficult periods before and have typically emerged stronger on the other side.