MARCH 12, 2025

Special Edition: Navigating market uncertainty

Recession concerns, policy uncertainty, and the potential for rate cuts — our experts discuss these factors and their relation to recent market volatility behavior, as well as positive indicators that may shape future developments.

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TRADE POLICY AND IMPLICATIONS

Keeping tabs on tariffs

In the wake of numerous executive orders, President Trump is considering new tariffs that could reshape trade dynamics and influence the global economy. We examine the implications of these changes and their potential effects on consumers, labor markets, and the broader economic landscape.

Part I: February 5, 2025

Part II: D.C. Update

FIXED INCOME

The case for mortgage-backed securities

With the US residential loan market valued at an impressive $12 trillion, investors have the opportunity to utilize mortgage-backed securities to enhance liquidity and stability while achieving attractive yields.

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ECONOMIC AND FINANCIAL MARKETS

2025 Outlook

2024 was a year of economic growth and stellar U.S. equity performance. Entering 2025 from a position of economic strength and ushering in a second Trump term, our experts share their outlook for the year ahead.

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PORTFOLIO STRATEGY

Why active management is missing its mark

Recently, many active managers have struggled to consistently outperform their respective indices. Is active management facing an existential challenge, or is there more to the story?

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ALTERNATIVES

Private market opportunities

Private credit: Resilience through credit cycles

Private equity: Accessing the growth of the US economy