The Degree Divide: One Economy, Two Job Markets

The Degree Divide: One Economy, Two Job Markets

Key Takeaways The labor market is telling two very different stories. Younger workers without college degrees are experiencing some of the strongest employment conditions of the past two decades, while college graduates in the same age group are facing a much tougher...
Beyond Big Tech: The Global Surge in AI Adoption

Beyond Big Tech: The Global Surge in AI Adoption

Key Takeaways AI adoption is spreading well beyond the technology sector, with companies across industries exploring how the technology can improve innovation, productivity and efficiency. While American companies have led much of AI’s development, adoption is...
Washington’s Interest Rate Standoff

Washington’s Interest Rate Standoff

Key Takeaways Washington is pulling in two different directions on interest rates. The Treasury is trying to ease pressure on long-term yields, while the Fed remains focused on bringing inflation back toward its 2% target. Neither the Treasury nor the Fed fully...
The Role of Bonds in Portfolio Construction

The Role of Bonds in Portfolio Construction

Key Takeaways Bonds can play several important roles in a portfolio, including generating income, providing diversification, preserving capital and helping reduce overall volatility. Higher starting yields have improved the outlook for fixed income, giving investors...