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Markets and the Economy

Put recent portfolio performance in context with market themes, our outlook and your goals.

The Weekly Five

A Shock to the System

The week’s tariff escalation sent a shock through the system, resulting in aggressive market reactions and myriad uncertainties. We discuss our key takeaways in this Weekly Five.

  1. How are countries responding to the tariff announcements, and what are the implications for growth?
  2. Have this week’s employment report and tariff announcements affected the Fed’s stance on monetary policy?
  3. How have the week’s events shaped the market’s expectations for Fed rate cuts later this year?
  4. How are the week’s events impacting investor sentiment?
  5. What should be top-of-mind for investors amid significant market volatility?

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Put recent portfolio performance in context with market themes, our outlook and your goals. Our Invested publication includes the Weekly Five commentary, videos, podcasts and more.

Podcast

Market Currents

There are many debates in the investment world. These debates tend to generate alarmist headlines and considerable uncertainty among investors looking to position their portfolios for the future. In Market Currents, host Katie Nixon explores arguments on both sides of these debates by separating facts, myths and theories with the help of industry-leading experts. The resulting insights position listeners to put headlines in context with the evidence and make better-informed investment decisions.

Portfolio Research by Peter Mladina

Explore research that examines best practices for asset allocation, portfolio construction and investment selection. 

Explore All Investing and Economic Insights

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    A Plan for Any Market

    Five reasons to stay the course in volatile markets

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    Markets

    Market Currents Podcast

    Wealth Management CIO Katie Nixon pulls back the curtain on financial trends.

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    The Weekly Five

    Stay informed on recent market developments and their impact on your portfolio.

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    How to Invest with Less Bias

    Keep common investment biases from impacting results.

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    Multigenerational Families

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    Elevating Women

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    Family Offices

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