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Investor 360™

We’re asking better questions to help give you a full view of what’s ahead, what’s important, and how our investing teams are responding. With our editorial lenses—In the Loop, From the Field, In the Spotlight, On the Horizon, and Make Your Plan—clients are at the center of our best thinking. 

Latest insights

What to know right now

Apr 2025 In the Loop

Market Update: Shock and Awe

Investors are reeling from the worse-than-expected level of tariffs announced on Wednesday, further exacerbating already high levels of uncertainty.

Mar 2025 From the Field Article

Where can investors find defensive assets in today’s evolving markets?

Explore top defensive assets for today's changing market landscape.
By  Arif Husain, CFA®, Sébastien Page, CFA®, Adam Marden
Mar 2025 Monthly Market Playbook

Have we reached peak U.S. exceptionalism?

Future earnings growth may not support a valuation premium for U.S. over non-U.S. stocks.

By  Timothy C. Murray, CFA®
Mar 2025 In the Spotlight

Social Security: The knowledge gap, pessimism, and no popular fix

Limited understanding of Social Security can affect retirement decisions, and proposed funding solutions are unpopular.

By  Sudipto Banerjee, Ph.D., Roger Young, CFP®
Mar 2025 From the Field Article

CryptoFOMO: Are digital assets becoming more like a risk‑off asset?

A neophyte’s guide to cryptocurrencies.
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