INSIGHTS

United States

Artificial Intelligence

U.S. vs. China: Who’s winning the AI race?
Active Management

4 market insights we shared with Congress
Demographics & Culture

America at 250 in 6 charts
Election

How U.S. midterm elections may affect markets
Market Volatility

3 views on the U.S.-Iran conflict
Municipal Bonds

Municipal bonds: 5 investment themes for 2026
Bonds

5 core bond themes for 2026: Defense now, offense later

Pramod Atluri
Economic Indicators

Macro outlook: Less uncertainty, healthy growth
Trade

A fragile pause in U.S.-China trade and tech tensions

Tom Cooney
Artificial Intelligence

Are we in an AI bubble?

Chris D. Buchbinder
U.S. Equities

Fresh breadth? Market concentration in 3 charts
Economic Indicators

5 forces could stimulate the U.S. economy
Politics

What the U.S. government shutdown could mean for investors
Trade

5 reasons tariffs haven’t wrecked the U.S. economy
Economic Indicators

4 charts on why the U.S. economy could stay resilient

Jared Franz
outlook

Iran conflict: 3 risks for investors to monitor

Talha Khan