Insights

Gold rush or fool’s gold? 3 views on surging prices
AI whiplash: 3 ways to counter disruption
4 scenarios for the future of AI
How to handle market declines
5 charts that put market volatility in perspective
How the Iran war changes the economic outlook
3 views on the U.S.-Iran conflict
U.S. tariffs overturned: What happens next?
Smid-cap stocks gain momentum as market broadens
How to spot an AI bubble
Municipal bonds: 5 investment themes for 2026
Rob Lovelace on the year ahead
What a Warsh Fed chair could mean for the economy
Could U.S. GDP growth hit 5% this year?
How U.S. midterm elections may affect markets
5 keys to investing in 2026
5 core bond themes for 2026: Defense now, offense later
Sharp muni divergence provides an unusual opportunity
Emerging markets 2026: Can the rally keep rolling?
Bond outlook: A robust market underscores nimble investing
Stock market outlook: 3 investment strategies for 2026
Macro outlook: Less uncertainty, healthy growth
Powering AI: Energy crunch sparks investment surge
7 holiday book recommendations
Made in America is making a comeback
A fragile pause in U.S.-China trade and tech tensions
3 investment opportunities in a fragmented world
High-income municipal bonds: 5 portfolio themes for 2026
AI supercharges rise in electricity prices
Are we in an AI bubble?
Investing in unstoppable trends
Fresh breadth? Market concentration in 3 charts
5 forces could stimulate the U.S. economy
5 charts on what's powering international stocks
What the U.S. government shutdown could mean for investors
5 reasons tariffs haven't wrecked the U.S. economy
Inflation or employment? The Fed makes its choice
Robotaxis take the driver's seat
Guess who’s beating the Magnificent 7?
What earnings season revealed about U.S. consumers
What happens if U.S. debt becomes unsustainable?
4 charts on why the U.S. economy could stay resilient
5 leadership lessons from top CEOs
Why I see opportunity in the mass market
Midyear Outlook in 5 charts
Why security could be a durable investment theme
Envisioning a post-Powell Fed: What comes next?
4 views on one big beautiful bill
Bond outlook: Income potential intact as economic risks rise
Stock market outlook: New growth catalysts amid volatility
Economic outlook: Higher uncertainty, lower growth
6 books to read this summer
New catalysts spur international stocks
Tariffs: What’s next for stocks, bonds and the dollar?
4 scenarios for uncertain markets
Globalization isn’t dead. It’s changing.
Trump tariffs roil markets. What’s next?
Understanding tariffs in 5 charts
Has the AI stock rally run out of gas?
Will economic uncertainty knock the Fed off course?
Are China’s tech giants making a comeback?
5 thoughts on investing in the pandemic decade
Decoding tariffs: What’s the economic impact?
3 views on where to invest under Trump 2.0
Should investors be nervous about the stock market?
Tariffs don’t change U.S. economic outlook
Rob Lovelace on what could drive markets in 2025
5 core bond portfolio themes for 2025
6 book and podcast recommendations for 2025
Small caps may have reached an inflection point
Bond outlook: Income opportunities widen
Stock market outlook: AI leads a broadening market
Economic outlook: Global growth dependent on a resilient U.S.
What Trump’s win could mean for banks, autos and luxury goods
Trump’s victory signals major policy shifts ahead
U.S. public debt: Where is the breaking point?
Did you miss the rally in stocks and bonds?
What to expect between Election Day and the inauguration
Why the yield curve steepener should have more room to run
Where to consider investing as interest rates fall
4 AI bottlenecks could bolster old-economy companies
Welcome to the Benjamin Button economy
The Fed just cut interest rates. Now what?
5 growth themes for the next five years
Has stock market concentration reached a tipping point?
Once undervalued, dividend stocks are narrowing the gap
U.S. economy poised for a soft landing. What comes next?
4 insights from our recent trip to China
3 investment ideas from second quarter earnings
Supreme Court ruling could offer tax boost to some companies
Investing in companies at times of crisis
5 views on tumbling markets
Granolas: The equity giants that offer non-tech exposure
What’s your investment edge?
How elections move markets in 5 charts
AI fever: Has it gotten too hot?
5 book ideas for your summer reading list
3 investment ideas from earnings season
Meta shifts the narrative on dividends in the world of Big Tech
U.S. housing: An underappreciated growth market
The health care breakthrough that’s not an obesity drug
What if the Fed doesn’t cut interest rates this year?
Big tech seeks nuclear power with AI push
Separating AI hype from investment opportunity
The Long View: 4 megatrends to watch
How population decline could upend the global economy
3 mistakes investors make during election years
Friendshoring brings industrial-sized investment opportunity
What’s right with the world
4 things to watch ahead of the U.S. elections
Rob Lovelace on what’s in store for 2024
Weight loss drugs could reshape industries beyond health care
Fed’s 2% inflation target could be delivered early
How I survived 23 market shocks in 35 years of investing
Guide to recessions: 9 things you need to know
5 investing mistakes to avoid
Guide to stock market recoveries
Why macroeconomic predictions can be misleading
10 investing lessons from 2008 that apply today
Multinational companies can thrive in tough times
Obesity: New ways pharma is fighting a global epidemic
Diversification isn't dead: Bonds poised to offer balance
4 trends could power an industrial renaissance
Braving bear markets: 5 lessons from seasoned investors
Is there opportunity in this stock market volatility?
The world in 2030: Investing for the next decade
The Night Watch sheds daylight on market disruptions