Equity market corrections always feel unexpected. Christopher Gannatti highlights our dividend-focused equity strategies and emphasizes the importance of dividends for defensive investing.
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Equity risk premiums are back in focus as interest rates and Treasury yields rise. What does this mean for equity markets? Jeremy Schwartz and Brian Manby discuss why investors should consider stocks for the long run.
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The Stanford AI Index for 2024 has grown to more than 500 pages and provides key insights into trends in AI. Christoper Gannatti highlights a few key takeaways from the report.
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Earnings season has only just begun, but there are already a few meaningful themes beginning to emerge. Samuel Rines walks through a few companies' earnings reports and what they mean for the economy.
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Japanese equities have been outperforming over the past year. Jeff Weniger highlights the key factors driving this performance and looks at our Japan strategies.
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Ignoring data can be useful. Because not all data is, in fact, useful. Samuel Rines discusses how the NFIB Small Business Survey’s persistent pessimism might be misleading and how the U.S. economy’s resilience could signal a “handoff to normal.”
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