As we head into the election’s final stretch, our experts discuss what matters to markets and how the economy can possibly survive past November 5th.

Reproduced with permission from AllianzGI

Reproduced with permission from AllianzGI

The race for superintelligence has triggered a spending boom on graphics chips, data centers, power supply and talent. Our panel discusses what it means for investors.

Our panel of property pros and macro mavens discuss who’s hurting, who’s investing, and where to put money to work now.

Favorable economic conditions and strong earnings momentum could underpin a broadening rally and continued strength in U.S. equities.

NYCB downgrade isn’t rattling other financials or credit markets, and showcases the opportunity in private lenders.

Our long-term return expectations for capital markets serve as key inputs into our strategic asset allocation process for multi-asset portfolios and provide context for shorter-term forecasting.

We believe bonds will help diversify stock allocations as we return to a more normal rate and inflation environment.

The horrific violence that has erupted between Israel and Hamas is likely to reverberate across the Middle East and the world for years to come.