Macro Pulse offers holistic global economic, geopolitical, and asset allocation views. We start with where we are in the economic cycle, dive deeper into long-term themes, and then provide our top investment ideas.


Macro Pulse: Playing the Pivot

Updated November 2024

It’s a pivotal moment for portfolios; as markets react to the much-anticipated start of a monetary easing cycle, so must investors.

The Federal Reserve is now cutting interest rates. It’s a relief for the economy, but a call to action for investors. Because while higher interest rates have been a primary source of uncertainty in recent quarters, they’ve also provided investment income.

This change is coming as the U.S. election casts doubt on topics like the U.S. debt and deficit, economic sectors, and more.

How can you ‘meet the moment’? Get insight into navigating the current economic cycle – how to invest in it and the potential risk of not – and how to do so in an election year.   

  • Economic turning point – are Fed cuts enough to reaccelerate the economy? 
  • How to invest amid economic and political uncertainty?
  • How To: Answering the call to action
    • Reinvestment risk is now an investor’s worst enemy
    • Pre-election portfolio tactics

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Macro Pulse: Playing the Pivot

It’s a pivotal moment for portfolios; as markets react to the much-anticipated start of a monetary easing cycle, so must investors.

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