The Informed Investor - The Great Race
Housing affordability could become a race between wage growth and home prices.
Housing affordability could become a race between wage growth and home prices.
With the software sell-off, the AI revolution finally feels real.
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.
Marta Norton takes a look back at 2025 and the lessons it provided.
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.
Portfolio Strategist Tom Nun, CFA explains why an independent central bank is so important for our modern economy.
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.
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?
U.S. profit margins have experienced a remarkable two decade expansion. Can it continue? Current trends cast doubt.
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.