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The Informed Investor - The Great Race

Housing affordability could become a race between wage growth and home prices.

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Between the margins February 2026: AI and the software scare

With the software sell-off, the AI revolution finally feels real.

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Between the Margins - January 2026

Marta Norton examines the proposition that a rotation trade is occurring in the equity markets, away from the Magnificent 7 and towards small and mid-cap companies with less expensive valuations.

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Between the Margins - December 2025

Marta Norton takes a look back at 2025 and the lessons it provided.

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Between the Margins - October 2025

Is the labor market normalizing from excessive post-pandemic levels? Or is it crashing due to a weakening economy? In this month's edition, Marta Norton deciphers what recent labor market data is telling us about the strength and sustainability of the economy.

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The Informed Investor - A declaration of independence.

Portfolio Strategist Tom Nun, CFA explains why an independent central bank is so important for our modern economy.

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Between the Margins

A September rate cut? According to the markets, it's already a done deal. Empower Chief Investment Strategist Marta Norton discusses what the broader rate cutting campaign look like.

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Between the Margins with Marta Norton - August 2025

Marta examines the headwinds and tailwinds for corporate earnings with a focus on the earnings impact from AI. Will the AI tailwind be stronger than the collective headwinds companies now face?

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Between the Margins with Marta Norton - July 2025

U.S. profit margins have experienced a remarkable two decade expansion. Can it continue? Current trends cast doubt.

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The demise of the dollar

Marta Norton and Vanessa Welch discuss why the U.S. dollar has declined so much this year and breakdown the implications for U.S. investors.

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The Demise of the Dollar

Since February, the U.S. dollar has been on a steady decline. Empower strategists breakdown why this is happening and explain the implications for U.S. investors.

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Between the Margins with Marta Norton

In this month's edition, Marta examines One Big Beautiful Bill.