Fresh perspectives on economic trends and events impacting the global markets.
I’m hoping not to find signs of a wilting economy, but recessions have historically been caused by policy mistakes, so it’s important to be vigilant.
A recession is a meaningful and lasting decline in economic activity that could include lower GDP, employment, and spending.
Recent history has shown that protectionist measures can hurt short-term economic growth but may not create a long-term hurdle for markets.
European nations prepare to invest in defense and infrastructure, while the US faces the possibility of recession brought on by government spending cuts.
The market is gauging the economic inefficiencies that may result from the Trump administration’s new tariffs and the retaliatory measures from other countries.
The US economy appears to be slowing quickly as consumers brace for tariffs, higher prices, and a possible government shutdown.
A government shutdown can create short-term market volatility, but they tend to resolve quickly with little market impact for long-term investors.
DeepSeek has challenged artificial intelligence (AI) assumptions with cutting edge performance and significant efficiency gains. What do these results mean for AI?
We discuss the future of US inflation, the outperformance of European stocks, the potential impact of new tariffs, and the independence of the Federal Reserve in this month’s column.
A selection of articles from our experts on the markets, economy, and investments.
Help your participants get more out of retirement through our innovative thinking and in-depth, proprietary research.
Insights from our income experts on investing opportunities around the globe.
Explore our latest insights on investment opportunities and potential ways to use ETFs in a portfolio.
Learn about investing in ETFs, including the basics, benefits, and choosing one.
Candid conversations with fund managers, market strategists, and more.
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