U.S. stocks added to the year's gains in the third quarter as economic resilience surprised many investors. Bond yields rose as the Federal Reserve raised its benchmark interest rate.   We give a lot of attention in this report to the U.S. dollar, its role as the global reserve currency, and why that matters.   Download full snapshot here.   Read More

In this quarterly report, we discuss the role of the Federal Reserve, its impact on interest rates and financial markets — and what that means for long-term investors and nonprofit leaders managing portfolios. Download full snapshot here. Read More

In this quarterly report, we explain how rising energy prices ripple through the economy — and what that means for long-term investors and nonprofit leaders managing portfolios. Download full snapshot here. Read More