The markets were caught off guard by the scope of the tariffs, rattling the markets at a time when consumer spending and confidence are already under pressure.
As policy uncertainty clouds the economic horizon, how much of this year’s market volatility is being driven by sentiment, and how much is declining fundamentals? Our experts take a look.
As stocks react to the chaotic tariff rollout and deteriorating confidence, bonds are quietly adjusting to a slower-growth outlook. It’s a direction we’ve prepared for in our fixed income portfolios.
This year has been marked by high volatility and the specter of negative equity returns. For sponsors wanting to shift to a more risk-off stance, we examine what a defensive portfolio looks like in 2025.
How can community banks remain competitive and avoid consolidation? One solution is to add variable-rate senior secured commercial and industrial loans to their portfolios.
Amid the barrage of headlines, it’s tempting to react to every juke the market throws at you. Where should you focus instead? Start with these three trends.