Fixed income investors may be feeling a little perplexed lately. After months of anticipation, the Federal Reserve (Fed) finally cut interest rates last week, but since then, Treasury yields are generally higher. The reason? Not only were markets exp

Increased volatility over the last several weeks has reshaped the equity market leaderboard. Capital has flowed out of technology and other cyclical areas of the market and into more defensive sectors. Signs of slowing economic growth, notably in the

Key Points

- It’s not about “if” but “how much” the Federal Reserve (Fed) will cut rates at the upcoming meeting. The European Central Bank (ECB) is also expected to cut as central banks sync up.
- The most likely sc...

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In December 2023, Vladimir Putin declared that the 2024 BRICS Summit, hosted by Russia, would be focused on establishing a “fair world order” based on shared principles. At the core of Putin’s goals for stronger BRICS economic integ

Every year as the summer months draw near their end, LPL Financial hosts its annual conference for financial advisors. While the conference is an excellent opportunity for advisors to expand upon professional interests, discover ways to enhance their

What Happened?

In short, the recent sell-off was underpinned by three primary factors, including: 1) overbought conditions coming into August — especially in big tech; 2) waning confidence for a soft landing due to last week’s weak I

This latest bout of market volatility has been unsettling, especially after such a calm 2023 and 2024 for stocks. However, with the benefit of some historical perspective, volatility of this magnitude is quite common.  

That said, Monday

While there has been some rebound today, the sell-off in stock markets from Thursday to Monday’s trading sessions was sharp and accompanied by a significant increase in volatility. We discuss how this current pullback and market volatility comp

Causes of the Market Selloff

• The current pullback markets are experiencing comes as multiple market concerns have coincided over the last few days. The primary driver stems from concerns the Federal Reserve’s (Fed) higher-for-longer polic

Infrastructure History

For many, investing in the infrastructure sector evokes thoughts of rather vanilla investments in toll roads, airports, and tunnels. While those investments remain attractive within the transportation sector, as an asset c