After the Election: Challenges and Opportunities
Market Sight|Lines
With the election coming up, investors are on edge, thanks to the worry about volatility and the media's hype about shifts in political power. Let's look past the election to some areas of long-term focus for the next administration and investors.
Heightened Geopolitical Risk and a Slowing Global Economy Threaten the Soft Landing
Market Sight|Lines
Feeling good about the stock market? Not so fast. Artificial Intelligence and Federal Reserve rate cut optimism may be driving markets higher, but global risks could trigger a recession and a bear market.
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.
