Skip to content
  1. Contact Us
  2. Search

Markets and the Economy

Put recent portfolio performance in context with market themes, our outlook and your goals.

The Weekly Five

The Treadmill Steepens

The global economy is like a runner on a treadmill, and investors are evaluating the increasing resistance ramp the runner faces as global interest rates climb. In this Weekly Five, CIO Eric Freedman answers top questions on recent moves and the path ahead.

  1. Can you contextualize the interest rate move based on who influences price?
  2. What are some of the nearer-term issues influencing interest rates?
  3. Beyond Fed uncertainty, what other factors seem to be influencing the bond market?
  4. What is happening within corporate and consumer credit markets?
  5. How did capital markets interpret the U.S. jobs data released on Friday?

Subscribe to Invested for Weekly Updates

Put recent portfolio performance in context with market themes, our outlook and your goals. Our Invested publication includes the Weekly Five commentary, videos, podcasts and more.

Portfolio Research by Peter Mladina

Explore research that examines best practices for asset allocation, portfolio construction and investment selection. 

Explore Specialized Advice

Let us help you navigate wealth’s complexities.

Successful wealth management requires coordinated advice that evolves with your life and circumstances. Together, we can develop a plan for your best future.