Asset Management
US
Stay up to date on commentary related specifically to US markets.
US content
On Investing
Collin Martin speaks with former Fed Vice Chair Dr. Richard Clarida about how the Fed thinks about inflation, labor markets, supply shocks, productivity, and more.
Commentary
Not sure which to choose? Here are some things to consider about individual bonds versus bond funds.
Bond Insights
The Fed may stay on hold, but hike risks are rising. What might that mean for Treasury yields and bond portfolio positioning?
On Investing
What happens when a strong economy becomes a challenge for markets? Collin Martin and Kevin Gordon unpack the outlook for stocks and bonds amid higher yields.
Market Outlook
Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.
On Investing
As AI reshapes markets, Liz Ann and Collin explore portfolio rebalancing, bond investing opportunities, and what to watch from the Fed.
Bond Insights
Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.
On Investing
A cooler CPI report brought welcome news for investors, but persistent inflation pressures and higher oil prices continue to complicate the Fed's outlook.
On Investing
This episode examines the growing case that investors have moved beyond the low-inflation, low-volatility "Great Moderation" Era and into a new "Temperamental" Era.