Fixed Income Investment Outlook 4Q 2024
Treading Carefully Downhill
Fixed income investors are welcoming rate cuts, but caution on duration and selectivity on credit remains important.
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4Q 2024
Equity Market Outlook
Despite a slowing U.S. economy, we reaffirm many of our Q3 recommendations and think the odds of an imminent recession remain low.
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ASSET ALLOCATION COMMITTEE OUTLOOK 4Q 2024
Rates Relief or Slowdown Uncertainty?
Our outlook for lower rates and a soft landing favors U.S. small caps, and we are watching China’s new stimulus closely for its impact on global cyclical assets.
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