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Investors find themselves in a difficult spot this week as recent favorable macroeconomic data prescribes a risk-on posture while, in contrast, the market's behavior has been distinctly risk off. Investors are left asking: "Can we build a portfolio that is simultaneously 'risk on' and 'risk off'?" Head of Quantitative Strategies Michael Hunstad explains.

The Federal Reserve reduced interest rates by 0.25% last week. We think there are more reductions in U.S. interest rates to come. Head of Fixed Income Colin Robertson explains.

All eyes are on the U.S. Federal Reserve this week. While most investors expect an interest rate cut, recent Fed communication has reflected some lack of consensus on the magnitude. Katie Nixon takes a closer look.


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