Earnings Season & High Demand for Corporate Bonds

How have Q4 corporate earnings fared so far, and what's behind the strong demand for investment-grade corporate bonds?

Key Signals from the Fed & How to Manage Risk

Liz Ann Sonders and Kathy Jones analyze new developments in the Fed's balance sheet and debate the role of risk in portfolio construction.

What Can the Sahm Rule Tell Us About the Economy?

Former Fed economist Claudia Sahm discusses the December jobs report and the potential for rate cuts this year.

Market Outlook: What's in Store for 2024?

As we approach 2024, what can investors expect from the markets in the new year?

An Equities Rally, a GDP Revision, and the Likelihood of 'De-Dollarization'

Kathy Jones interviews Jens Nordvig about the current rate cycle—as well as talk of "de-dollarization"—while Liz Ann Sonders probes the GDP revision and looks ahead to a busy week of economic data.

Frequently Asked Questions from Investors

Kathy Jones and Liz Ann Sonders answer some of the most common questions from investors—and provide their weekly market outlook.

Our Philosophy and What Matters in the Markets

Kathy Jones and Liz Ann Sonders explain their investing philosophies and how they analyze market data.

Growth vs. Value: What Does It Mean?

Performance underneath the surface is sometimes markedly different from the action at the Growth and Value index level.