Our outlook on the 11 S&P 500 equity sectors.

What do higher yields, cooling inflation, and strong economic growth mean for markets? Plus, Eric Liu explains his firm's work on investor positioning.

Globalization is being reorganized around security and resilience, creating uneven risks and opportunities across markets.

The S&P 500® sits near record highs, but weak market breadth, sticky inflation, and rising yields suggest a more complicated story beneath the surface.

The Federal Reserve hiked rates, and we expect there are more to come. With a hawkish Fed and a resilient economy, long-term yields may stay elevated.

What are the implications of a more hawkish Fed, and what should investors watch as markets weigh the possibility of additional rate hikes?

Municipal bonds might still offer attractive tax-advantaged income and relatively stable credit quality for investors who understand the risks.

European equities may have support from global growth, improving fundamentals, lower relative valuations, and fiscal spending—plus diversification from the AI cycle.

Housing market expert Ivy Zelman explains why long-term demographic trends could have far-reaching implications for growth and housing demand.