MARKET SIGHT|LINES
Putting Our Bull Case Scenario in Focus: Investment Topics for Optimistic Investors
Outlook 2025: Gravitational Shifts
Entering 2025, we observe potential shifts in government policy, monetary policy, and markets that will influence results this year. We look back at 2024 and review our outlook for 2025 on policy, the economy, and the markets.
Changes in Washington D.C. Optimism or Pessimism?
February Investment Strategy Brief
The Trump administration is seeking to move quickly to implement the changes promised during the campaign. We provide an update how the economic and market environments are reacting, including how the form, scale, and pace of these changes have some investors pessimistic and others optimistic about the future.
Putting Bear Case Scenarios in Focus: Investment Ideas for Times of Trouble
Market Sight|Lines
We share possible paths for our bear case scenario and some investment themes to reinforce and deepen diversification that may be helpful should one of these paths unfold.
