balanced fund

For long-term investors who seek a rate of return that exceeds the inflation rate and want to limit downside risk in declining market environments.

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environmental, social &

governance (esg)

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economic commentary

U.S. President Trump rattled global financial markets in early February as he announced that tariffs would be applied to Canada and Mexico as a result of the perceived fentanyl crisis of drugs entering into the U.S. By stating that it was a national emergency, he was able to avoid congressional approval in order to implement his tariff plan. In addition, 20% tariffs were also going to be applied to all Chinese goods entering the U.S. Additional...

• More in our Economic Commentary