Multi-Asset Income Midyear Outlook: Income and Resilience Among the Bumps

Published on July 11, 2025

Compelling bond yields and diverging equity returns offer building blocks for effective strategies.

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No Rate Cut for You…At Least Not Yet

July 11, 2025
One of the more storied headlines this year has been President Trump’s disappointment with the Fed for not cutting rates. We should all know by now that the President cannot fire a Fed Chair simply because he/she is not lowering interest rates to their liking.

Are Small Caps Next in Line to Shine?

July 11, 2025
The valuation of small-cap stocks relative to large caps remains historically attractive, and small-cap recoveries in the past have resulted in meaningful periods of outperformance.