Wealth Management Chief Investment Officer Lisa Shalett recently shared her monthly update, discussing some of the key topics in markets, plus potential risks and opportunities for investors. Learn more here. https://t.co/rW93fkRYpE
With AI spending in the spotlight, progress on power costs, capacity utilization and water efficiency is key to addressing local concerns about data centers. Find out more in On the Markets. https://t.co/mzwllSG6kn
Why has the market's mood soured in recent weeks? Investors seem to want more compensation for risk and this could be a healthy development. https://t.co/KVgPiESoc4
Affordable housing's supply-demand imbalance is creating durable opportunities across public and private markets for impact-oriented capital. https://t.co/zWggOXSGDa
When outstanding corporate earnings cannot drive the equity market higher, fundamentals may be changing. Is the bull market's narrative at an inflection point? https://t.co/1Xvx4ejLI4
Tokenization is modernizing market infrastructure, improving settlement, collateral efficiency, and access across traditional assets. https://t.co/UuHzf20akE
Despite plenty of good news, the equity market has been trading in a tight range and has failed to push through its all-time high set in June. What does it mean when good news is not good enough? https://t.co/jipmIeORt9
This Independence Day, we celebrate the 250th anniversary of our nation and reflect on the shared values that make our country great. Wishing everyone a happy July 4th, filled with family, friends and fun.
Rapid repositioning in technology stocks has grabbed attention lately, but more subtle developments may have longer-term implications for investors, including higher real rates. https://t.co/4Zljxl37Tp
Emerging markets are increasingly differentiated, making active country and sector selection more important for diversification and returns. https://t.co/zF7ShkAh7q
Over one week, investors gained clarity on the opening of the Strait of Hormuz, new leadership at the Fed and the impact of record-high issuance. Relief is understandable, but are the issues resolved? https://t.co/SkcWl0Z8zC