As investors who focus their investments on retirement or other financial goals, we know market volatility can be unsettling, but it is also a natural and necessary part of investing. The simple key is to stay disciplined, focus on those goals, and c
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Recent Market Performance
Equity markets have been experiencing heightened volatility, with declines raising concerns among investors. Last week marked the worst performance for stocks since September, driven by ongoing uncertainties s
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China’s top legislative body, the National People’s Congress (NPC), kicked off its annual meeting on Wednesday, March 5. This week-long concave, which also includes the Chinese People’s Political Consultative Conference (CPPCC), bri
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Key Takeaways:
• Softer real spending in January was a catalyst for traders to reset expectations for growth. Most notable moves were in bond markets as yields dipped on the 10-year Treasury.
• Investors will con
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Historical Challenges Revisited
Many observers note that large cap active managers have often struggled to outperform their benchmark indexes. This was one of many insights we discussed in our recent blog “Why Not Both? Blending
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Fourth quarter earnings season is nearly complete, and it has been a good one. S&P 500 companies grew profits more than 18% year over year, according to FactSet data, with mega cap technology and financial companies doing most of the heavy liftin
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The latest weekly sentiment survey data from the American Association of Individual Investors (AAII) released today shows significantly bearish sentiment from investors, marking the fourth consecutive week of predominantly bearish sentiment.
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Chinese equities with artificial intelligence (AI) exposure have surged since AI start-up DeepSeek briefly rattled U.S. tech stocks with its low-cost, open-source model that rivaled the performance of its much larger U.S. rivals at a fraction of the
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The U.S. Treasury market is entering a significant transition period in 2025, facing both structural adjustments and all-too-familiar policy discussions. As the Federal Reserve's (Fed) shift from a zero interest-rate policy (ZIRP) coincides with
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The U.S. equity market hummed along in the final quarter of 2024, although not without headwinds at the macro level from shifting Federal Reserve (Fed) rate cut bets, dampened disinflation traction, and policy proposals from the now-sitting U.S. admi
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