The Opportunity Right in Front of Investors

Published on January 29, 2025

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

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Missing the Forest For the Tree: Lumen R4A Long-Term Capital Market Assumptions

January 29, 2025
While planning for a CMA (Capital Market Assumptions) at the close of the year—and in the wake of an unexpected U.S. election result—it’s tempting to adopt a short-term perspective, focusing on the uncertainties and anxieties generated by President-elect Trump’s policies and their potentially disruptive impact on the economy and the market.

Tariffs: A Case Study

January 29, 2025
The market for washing machines offers lessons for future trade actions.