The proliferation of semiconductors throughout our economy may drive more durable, less cyclical demand and earnings.

Is the 60/40 stock-bond portfolio dead? We don’t think so.

Equity and credit markets have thus far taken lackluster earnings results and lower expectations in stride, but we think this could change if confidence readings drop further.

While slower earnings growth is a broad headwind for both corporate debt and equities, it also tends to increase performance dispersion.

The divergence between recent bullish factor performance and weaker economic fundamentals should give investors pause.

We see two overarching reasons for long-term investors to consider continuing to hold a strategic allocation to EM equities: fundamentals and valuations.

Chinese stimulus could be instrumental in deciding which investors are proved right.

A variety of factors will likely limit the scope for rates to rise significantly.

The modified ruling triggered sharp rebounds for the names hurt most by FERC’s March policy announcement.

We believe the trend to simplify complex corporate structures strengthens the case for investing in MLPs and in midstream energy more broadly.

The rise in bond yields and concurrent shakiness in equity markets may emanate from a subtle but important shift in risk sentiment on inflation.

A rise in real yields could lead to a dramatic equity sell-off.

The U.S. is starting to look more like an economy that is in the later stages of its business cycle.