We take stock of the tragedy unfolding in Israel as well as the market narratives that have been in flux all year: from recession and sharp rate cuts earlier in the year to soft landing hopes over the summer to more recently - a higher-for-longer rates backdrop.
We‘re in an unprecedented macro environment that is driving constant shifts in the market narrative: from hopes of avoiding recession to fears good macro news could be bad for markets in just a few months.
September is Life Insurance Awareness Month! Here we explain what you need to know about life insurance and why it's an important part of your financial strategy.
We rebalanced and updated client's investment portfolios by incorporated the latest research and market views from our partner's at BlackRock.
Sticky inflation looks to compel developed market (DM) central banks to crank policy rates higher – and keep policy tight for longer. The Federal Reserve paused last week but pointed to more hikes on the way. The European Central Bank (ECB) raised rates and made clear it wasn’t done. Others hiked after earlier pauses. We prefer emerging market (EM) debt due to looser policy potential, like recent rate cuts in China. We also like income opportunities such as short-dated bonds.
What does the debt ceiling debate mean for your portfolio?