Institutional Insights

The view from 10,000 feet is that the economy is still in fairly good shape. That said, it is important to understand that we are beginning to see more signs of underlying economic weakness.

The most recent round of earnings generally delivered good results, with the biggest story being Nvidia continuing to beat market analysts’ high expectations.

There are six reasons investors should be optimistic about 2024. In this commentary, Investment Strategist Brittany Baumann dives into the underappreciated bullish case for 2024. Click here to read more.

What do the AI transformation and energy transition have in common? Leaving no one behind in the AI transformation.

It was mixed news for markets, but it did provide the one thing we’ve been seeking for months: greater clarity

With 2024 underway, our attention returns to central banks’ messaging. What we’re looking for is a clear indication of the timing of interest rate cuts—monetary policy, in our view, is the key to certainty about the upcoming year.