Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Less Government, More Employment
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios Usually, the most important…
September 27, 2021
Resist Inflation Complacency
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios Some analysts and investors…
September 20, 2021
Brian Wesbury: Fed Being Tempted Into SIN
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios Narratives get more energy…
August 24, 2021
Capitalism vs. Socialism
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios As we wrote last…
August 16, 2021
Brian Wesbury: Projecting Government
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios In an ideal world,…
August 11, 2021
Current Market Update and Positioning for the Future – Brian Wesbury - August 4
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios Current Market Update and…
August 8, 2021