Jun 30, 2025

Rob Haworth, senior investment strategist at U.S. Bank Asset Management, says that the volatility and headline risks of the first half of 2025 haven't changed the outlook for the market and economy, which can grind through the rest of the year and into 2026 with modest gains. Haworth acknowledges "a lot of questions...

Jun 27, 2025

Dustin Reid, chief strategist for fixed income at Mackenzie Investments, says he expects the Federal Reserve to hold off on rate cuts in July, but to be moved into making a double cut — half a percent — in September, and worries that the central bank may be waiting too long to act, as the labor market is starting to...

Jun 26, 2025

David Goodsell, executive director of the Natixis Center for Investor Insight, discusses the firm's 2025 Individual Investor Survey, which shows that investors were so satisfied with the 20-plus percent gains of 2023 and '24 that they are expecting less this year, but they have only dropped their expectations from...

Jun 25, 2025

Daniel Morris, chief market strategist at BNP Paribas Asset Management, says he sees continued expansion in the United States and a slowing in Europe and other international markets, which contributes to why he is mostly neutral on allocations, as tariff plays and international stimulus efforts and more creates positive...

Jun 24, 2025

Stacie Mintz, head of quantitative equity for PGIM Quantitative Solutions, says that equity valuations in emerging markets are at their most attractive level relative to U.S. stocks in decades. That's not a surprise, as emerging markets have underperformed domestic markets for the last 13 years, but Mintz says the time...