We dive into fixed income markets with a focus on the yield curve and current financial conditions amid the changing monetary policy landscape.

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Chief Investment Officer Amanda Agati takes a closer look at artificial intelligence as a mega trend.

4:39 min video

Amanda Agati takes stock of where markets are two months into the new year, and gauges what will likely come next!

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Amanda Agati counts down the top 10 most important investor themes for 2024.

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Amanda Agati highlights what’s at the top of our wish list for 2024. Spoiler alert – it’s an ex-Magnificent 7 earnings reacceleration!

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We discuss a Christmas-themed angle on the Bureau of Labor Statistics' Consumer Price Index.

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