Investment Insights

Q2 proved a strong quarter, but we are leery of underlying trends. Read our Outlook for details and investment implications.

Chief Investment Strategist Marta Norton discusses key trends affecting the economy and financial markets.

Since February, the U.S. dollar has been on a steady decline. Empower strategists breakdown why this is happening and explain the implications for U.S. investors.

As expected, the Fed kept rates unchanged at its June meeting. However, it reinforced expectations for cuts later in the year. 

Marta & Vanessa discuss the consequences of the latest conflict between Israel and Iran.

In this month's edition, Marta examines One Big Beautiful Bill. 

Marta and Vanessa discuss whether Treasuries can still be relied on to offset stock market volatility.

Inflation continues to moderate but may rise again as trade policy takes effect.

Empower Chief Investment Strategist Marta Norton examines the reliability of gold as a hedge against inflation and recession.  

Vanessa Welch and Marta Norton discuss the sharp selloff in equity markets.

Vanessa Welch and Marta Norton review the outlook for markets and tariffs for the second quarter of 2025.

In our Q2 outlook, we detail how our views have evolved since November 2024, with special emphasis on fiscal policy and equity market valuations.