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Markets & Economy

Higher Margins Drive Robust Earnings

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Markets & Economy

FOMC Tipping Point: What's the Fed’s Next Move?

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Markets & Economy

Fed may cut by 25 bps in September

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Markets & Economy

Tariff Inflation Contained for Now

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Markets & Economy

Will Earnings Season Wrap Up on a High Note?

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Markets & Economy

The New Arsenal of European Defense

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Markets & Economy

Mixed Job Market

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Markets & Economy

The OBBBA: Fiscal Challenges in the U.S. and Around the World

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Markets & Economy

Latest U.S. Economic Data: ‘Noisy’ But No Surprises

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Markets & Economy

Are Valuations Expensive?

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Markets & Economy

Holding Altitude: Equity Perspectives for Volatile Times

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Markets & Economy

Global Macro Playbook: Assessing the Sino-US Trade War 2.0

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Markets & Economy

Resilient Retail Sales

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Markets & Economy

Tariff Inflation is Starting

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Markets & Economy

Led by tech, S&P 500 outperforming since mid-April

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Fixed Income

The Great Wall of Maturing Credit

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Equities

Quality Performance Over Time

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Markets & Economy

Holding Altitude: Fixed Income Perspectives for Volatile Times

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Markets & Economy

Should You Invest at Market highs?

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Equities

BKGI: Built for Resilience

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Markets & Economy

Oil: Less Sensitive to Middle East Conflict?

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Markets & Economy

Patience is Key

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Equities

Five Investment Lessons

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Markets & Economy

Is Margin Resilience Key?

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Markets & Economy

Holding Altitude: Strategic Perspectives for Volatile Times

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Markets & Economy

Israel-Iran Conflict: Oil Shock Risk Rises

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Markets & Economy

What Is Driving Slowing Inflation?

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Markets & Economy

Israel-Iran Conflict: Potential Impact on Global Markets

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Markets & Economy

Alternatives: The New Playbook

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Markets & Economy

Tariffs: Inherently Disinflationary for the Euro Area

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Insights

CPI Shows Only Minor Tariff Impacts

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Equities

The "Quality" Factor

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Markets & Economy

A “Good Enough” Job Market?

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Markets & Economy, Equities

Navigating the Commodity Cycle Amid Trade Uncertainty

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Markets & Economy

Tariffs Could Mean Euro Area Disinflation

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Markets & Economy

What’s the longer-term labor outlook for the U.S.?

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Markets & Economy

Courts Rule on Tariffs

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Markets & Economy

U.S.-U.K. Trade Deal: Limited Win Amid Bigger Discussions

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Markets & Economy

E.U. Tariff Pause: The Trade War is Far from Over

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Markets & Economy

De-Risking: It's Complicated

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Equities

Video: Why Multiple Tailwinds Could Benefit Infrastructure

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Equities

Video: Why Recent Market Turbulence Could Uncover Value Stock Opportunities

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Fixed Income

Video: Why Volatility Can Mean Opportunity in Core Plus Strategies

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Fixed Income

Video: Why it May be the Time to Consider a Global Fixed Income Approach

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Markets & Economy

Moody's Downgrade of the U.S. Credit Rating

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Markets & Economy

Tariff Tempests

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Markets & Economy

Inflation & Investment Styles: Navigating the Gray areas

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Insights

Little Sign of Tariff Inflation, So Far

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Markets & Economy

Crisis and Comeback: Market Behavior During Historical Bouts of Volatility

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Markets & Economy

The U.S. and China Tariff Pause

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Fixed Income

Vigilantes Lurk, but Rate Volatility May Present Opportunities

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Equities

3 Companies Exclusive to International Markets

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Equities

Tariff Watch: Eyes On Fiscal Intervention

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Insights

Instant Insights: What's Happening to US Treasuries

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Equities

European Infrastructure: Power boom without the premium

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Equities

What's in Your International Portfolio?

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Insights

The 2025 Andex Story

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Equities

Tariffs in Context: Impact & Positioning

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Fixed Income

AI and Data Centers: Not Just An Equity Story

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Equities

Beneficiaries of Deregulation?

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Markets & Economy

Market Concentration Rarely Lasts

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Fixed Income

Structured Credit: Interesting Investments from Fast Food to Cloud Computing

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Equities

Inflation and Magnificent 7 Volatility Could Point to Large Cap Value Opportunities

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Insights

Instant Insights: Two Rate Cuts Still On The Table For 2025

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Equities

Decoding Trump Tariffs: Possible Motives

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Insight

Instant Insights: CPI Eases Ahead of Tariff Impacts

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Equities

Financials: A Blip or a Long-Term Trend?

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Equities

ASML: The Future is AI

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Equities

Tariff Watch: Rising Risks to Growth and Jobs

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Markets & Economy

The "Golden Age"

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Equities

Q&A: US Tariff Risks

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Markets & Economy

US Tariffs: Potential Implications for the US Economy

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Insights

Instant Insights: Slight "Shell Shock" for CPI

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Fixed Income

Getting to Know Insight Investment

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Insights

Instant Insights: Core CPI Impresses

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Equities

Newton 2025 Outlook US Dynamic Large Cap Value

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Equities

A Style (Value) for All Seasons

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Markets & Economy

2025 Market Outlook: Navigating a new landscape

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2025 Market Outlook: Navigating a new landscape
Insights

[VIDEO] Digging deeper: Novo Nordisk

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Markets & Economy

Capital Market Assumptions: Above the Noise

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Equities

Infrastructure: Private vs. Publicly Listed

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Infrastructure: Private vs. Publicly Listed
Markets & Economy

China: Looking Beyond the Headlines

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China: Looking beyond the headlines
Equities

Meet the manager: John Porter

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Markets & Economy

Post-Election Webinar: What’s Next on the Horizon?

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Post-Election Webinar
Fixed Income

Instant Insights - Fed Staying the Course

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Markets & Economy

The 5Ws of Exchange-Traded Funds (ETFs)

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Equities

The AI Voyage of Discovery

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Insights

Is it Time to Allocate to Fixed Income?

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Markets & Economy

10 Everyday economic indicators

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Markets & Economy

The 5Ws of downside risk

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The who, where, when, why and what of downside risk

This material has been provided for informational purposes only and should not be construed as investment advice or a recommendation of any particular investment product, strategy, investment manager or account arrangement, and should not serve as a primary basis for investment decisions. Prospective investors should consult a legal, tax or financial professional in order to determine whether any investment product, strategy or service is appropriate for their particular circumstances. Views expressed are those of the author stated and do not reflect views of other managers or the firm overall. Views are current as of the date of this publication and subject to change. The information is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.

MARK-217599-2021-10-06