Apr 26, 2024

Jeremy Schwartz, global chief investment officer at WisdomTree, says that despite current headlines, the economy will have a higher real growth rate, with productivity improved by technological advances and continued full employment, which should help the economy avoid recession. He notes that inflation rates may not be...

Apr 25, 2024

Jack Janasiewicz, portfolio strategist for Natixis Investment Managers Solutions, says that inflation is moving in the right direction -- albeit more slowly -- and economic growth remains resilient, creating an environment where corporate earnings continue to grind higher. That has him locking into his plan and...

Apr 24, 2024

Lyle Fitterer, portfolio manager for the Baird Strategic Municipal Bond fund, says that investors should take the Federal Reserve at its word, expecting interest rates to have peaked, anticipate a cut but don't expect it to happen until the numbers warrant it. That may not happen until late in the year or into 2025....

Apr 23, 2024

Andrey Kutusov, portfolio manager on the  global, international and emerging markets small-cap teams at Seven Canyons Advisors, says that "near-shoring" or "China plus one" supply-chain diversification will "be the dominant force in international markets over the next decade." Kutusov says that geopolitical pressure and...

Apr 22, 2024

Scott Wren, senior global market strategist at the Wells Fargo Investment Institute, expects the Federal Reserve to cut rates, but no more than twice this year and in September at the earliest, and he says it's increasingly likely the moves won't start until 2025. The amazing thing, Wren says, is that the stock market...