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Steps Ahead

Our independent, in-depth research is intended to keep you informed about the state of the market, potential risks and opportunities, and how best to manage ever-changing environments. We are consistently tapped for our thought leadership by major media outlets including the Wall Street Journal, Barron’s, and more.

The Latest

Insights

November 6, 2024

CIO's Desk - Post-Election Recap

With election results showing Donald Trump has been elected President, stocks rallied on November 6th as concerns around an uncertain election outcome were abated.

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Insights

October 30, 2024

CIO's Desk - Navigating Election Uncertainty

As we close in on a week until election day, the outcome remains highly uncertain. It seems that each of the recent presidential elections has become more important than the previous one.

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Forecasts

October 15, 2024

Q4 2024 Market Perspective

In the third quarter of 2024, equity market leadership shifted as economic conditions stabilized and investors anticipated the start of an interest rate-cutting cycle.

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Insights

October 2, 2024

Investment Insights - Assessing China

Over the past decade, Chinese stocks underperformed global peers, including the S&P 500, due to earnings declines and deteriorating levels of profitability.

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Insights

September 25, 2024

CIO's Desk - The Impact of Lower Rates

Market prices already reflect lower interest rates from the Federal Reserve. As such, bond yields and fixed rate borrowing costs were little changed following the Federal Reserve’s decision to cut interest rates by 0.5% this past week.

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