Is the 60/40 portfolio dead? We don’t think so, said Ed Clissold, CFA, Chief U.S. Strategist at Ned Davis Research. In this video interview, Ed also discusses his outlook for the U.S. economy, the...
In NDR’s MacroEdge 360 webcast ‘When to pause?’, Veneta Dimitrova, Alejandra Grindal and Joe Kalish discuss the U.S. economy, monetary policy and fixed income investment opportunities.
In this report, NDR’s Chief Global Macro Strategist Joe Kalish discusses: • Is the Fed trying to fix what it broke? • Underlying fundamental conditions • Factors that could contribute to a softer...
Chart of the Week
Investors may want to consider adding exposure to the #defense sector. Despite hopes for global peace, the U.S.’s resolve to defend Ukraine and Taiwan is being tested. We see potential growth in this...
In the News
Will inflation rise again? A tight labor market and other key indicators suggest there’s more inflation ahead, according to NDR’s Chief Economist Alejandra Grindal.
