海外研报

The Long-term StrategistAre annuities a good retirement investment?

We diseussed last month how the move from defined-benefit to defined-contribution pension saving shifted market and longevity risk to workers,who have become quite coneerned they may outlive their savings.But not all is lost as workers can buy lifetime

July 2024 Performance Review

July was a month of two halves, with the first half seeing the S&P 500 hit asuccession ofrecord highs, Bonds also rallied as speculation mounted that the Fedwould cut rates in September, particularly after the USCPl report came out. Butriskassets

Americas Transportation: Valuation Tracker: Transports Outperform in July

Transportation stocks were stronger relative to the S&P in July with 15companies within our coverage outperforming the S&P 500 (the index up

Viewpoint by Charts

The first half of 2024 brought plenty of potential headwinds for investors, yet resilient consumer spending, better-than-expected corporate profits, and investors’ unchecked enthusiasm for a handful of technology companies more than overcame those