Asset Management

Asset Management
Register

Market Commentary

Timely takes on markets and the economy.

Market Commentary

Find Market Commentary content

Refine results
Market Commentary

Family Affair: A Look at Sector Trends

While major indexes have seemingly been calm this year, there are notable and stealthy sector leadership shifts that have happened under the surface.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

With Stubborn Inflation, What Should the Fed's Target Be? (With David Beckworth)

Kathy Jones interviews economist David Beckworth about the potential role of nominal GDP as an alternate target for the Fed.
Market Commentary

Earnings Season May Bring Changes

Earnings growth, a driver of long-term stock market performance, seems to be expanding beyond a handful of U.S. equities, supporting more broad-based market performance.
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

What's It Like to Be a Financial Journalist? (With Dion Rabouin)

Wall Street Journal reporter Dion Rabouin discusses his process for analyzing what's happening in the markets.
Market Commentary

Patience: Inflation's Message to Fed

Inflation looks to still be trending lower, but a relatively stubborn decline will likely inspire the Fed to start cutting rates later (and slower) than expected.
On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Is the Market Still Climbing the Wall of Worry? (With Dr. Ed Yardeni)

Dr. Ed Yardeni sits down with Liz Ann to discuss the current economic cycle and the challenges ahead in the markets this year.
Bond Insights

Are Preferred Securities Still Attractive?

Our outlook is still positive, but it may be difficult to replicate the strong returns of the past few quarters.

What Could Turn China Around?

Changes in China's economic policy tend not be communicated prior to implementation. What can we expect from China's stock market in response to any shifts?
On Investing with Kathy Jones & Liz Ann Sonders
On Investing

The Fed Leaves Rates Unchanged: Our Analysis

Liz Ann Sonders and Kathy Jones analyze the latest signals from the Fed.