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We surveyed nearly 1,000 HNW investors and 500 business owners and found both groups are more optimistic than four years ago but still seek help navigating the election’s potential financial impact.

The Fed cut rates by 50 basis points after a long stretch of monetary tightening. Now that the dust has settled, what was the impact? Was the rate cut a bit too aggressive? Was it a little premature?

It’s been over 900 days since the Federal Reserve first hiked interest rates in response to surging inflation, embarking on one of most aggressive policy-tightening journeys in history. Now, 2.5 years and 525bps later, now what? 

Will the election outcome affect municipal bonds tax exemptions? Perhaps. Whether Harris or Trump wins, there’s also a volatility risk for the muni market, says Bob DiMella, Co-head of MacKay Municipal Managers, who discusses considerations for the next president, including the expiring USD 10,000 SALT cap.

The Fed cut for the first time since 2020 by 50bps, though some still believed it was only going to cut by 25bps. For the bond market, it isn't all about price stability, but now also full employment. So, what is next for the Fed and the economy?

The recent ruling is significant and may impact companies’ buy-sell agreements and succession plans. Many owners may not be aware of the major implications the potential increase in tax burden for their business continuation strategies.

What will markets look like heading into the election? Nadia Lovell, CIO Senior US Equity Strategist, weighs in on potential volatility and how the proposals Trump and Harris discussed in their first—and potentially only—debate could affect inflation and sectors, like housing and tech.

Energy powers the global economy. It heats your home, powers your lights, fuels your transportation; and has improved human conditions across the globe over the last 100+ years. Demand has doubled over the last 40 years, and yet our thirst for it increases by the day. So, where do we go from here, you ask?  

The “miracle drug”, aka GLP-1 or Ozempic, swept the world with a solution for weight loss and to fight diabetes. But now, after all that hype, the patents are about to expire, and the prices are too high. Are healthcare investors fearing that profits might be dropping to zero? And with elections right around the corner, what are the candidates saying about imposing price gaps?

It was a breath of fresh air in Jackson Hole the other week as Powell aimed for rate cuts to end the year. Inflation has been receding and the job market has been stable. What might the new frontier look like?