Market Sight|Lines
A Positive Earnings Season
Allocation Insights
Q3 2024
U.S. economic indicators signal ongoing expansion, yet a rise in the unemployment rate coupled
with a more discerning consumer, has raised worries that the economy may be slowing faster than
anticipated and that the Federal Reserve (Fed) may be behind on lowering rates.
From Vision to Value: Our Long-Term Investment Themes
Long-Term Investment Themes
Anticipating the megatrends influencing the economy and markets is a cornerstone for successful investing. That’s why our long-term investment themes consider how megatrends such as artificial intelligence, geopolitical tensions, and an aging population are presenting value-creation opportunities for long-term investors.
Softer Economic Data Roils Markets: Setting up For a Breakout Market.
Market Sight|Lines
Market experts have been focused on a softening job market, weaker manufacturing, and a rate hike in Japan as drivers of recent market moves. We review these catalysts for the recent market volatility and explore the potential for breakout markets going forward, in one direction or the other.
