The Fed’s $6 Trillion Balance Sheet Is About Right

Published on October 29, 2025

The US Federal Reserve will soon face a crucial decision: What to do with the vast portfolio of securities it has amassed in its efforts to manage the economy?

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Robotics Q3 Look-Back & Earnings Season Preview

October 29, 2025
The robotics space is entering earnings season with positive momentum, as solid performance in Q3 has continued into October. This note recaps the key themes and performance drivers from the quarter for investors, while previewing Q3 results.

How Adding High-Yield Bonds Could Ease Equity Volatility

October 29, 2025
Stocks have surged since their April lows, with demand especially high for higher-risk equities and technology stocks—including those issued by firms with unproven profitability. But economic growth is slowing, and trade-related uncertainty has yet to be resolved.