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Market Outlooks
Taking the Long View on Market Volatility: A Global Equities Conversation
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Structural shifts in the global economy and market dynamics continue to drive volatility in equities: what should smart investors be doing right now?
Macroeconomic & Geopolitical
An End to the Build Back Better Saga?
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After more than a year of intraparty negotiations, Democrats are on the cusp of enacting the Inflation Reduction Act.
Policy and Regulatory Commentary
Looking at the Midterm Polls as D.C. Rolls into August
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With less than 100 days remaining until Election Day, most will spend this month intensely focused on courting voters at county fairs, hometown Labor Day parades, and other events.
Macroeconomic & Geopolitical
MarketScape: A 50/50 U.S. Recession Risk
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Chief Investment Strategist Jim McDonald examines the economic risks investors face.
Fixed Income Insights
Municipal Bonds: 2023 U.S. States Outlook
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Revenue above expectations, pandemic federal aid and reserves have strengthened states' financial outlook. But states will need to prepare as pandemic aid winds down and the economy slows.
Policy and Regulatory Commentary
How a Supreme Court Climate Decision Could Materially Impact Financial Services
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Last week, the Supreme Court of the United States (SCOTUS) issued a bombshell ruling on the Environmental Protection Agency’s (EPA) Clean Power Plan (CPP).