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Tariffs and trade
Tariffs and trade

Trump’s not the cause of U.S.-China tensions—but rather an accelerant

Rather than some of the posturing we’ve seen in its interactions with allies, the U.S. administration has demonstrated a genuine strategic effort to crimp and control the future trajectory of China and its practices concerning technology, especially artificial intelligence, cybersecurity, and intellectual property. Watch to see how developments are likely to unfold from here.

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Balance 2019 risks with a barbell approach to equity sectors

Three metrics may merit close attention when positioning portfolios for this phase of the market cycle. See which sectors we favor for offense and defense.
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Understanding the performance of small-cap stocks

Do small caps offer a reliable premium over large caps? Lukas Smart of Dimensional Fund Advisors takes a closer look at small-cap returns since the 1920s.
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Cleared for takeoff: seeking income opportunities in airport municipal bonds

Airport projects can present some of the most attractive opportunities in today’s municipal bond market, thanks to tailwinds that point to strong growth prospects for U.S. airports.
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