FRAGILE FOUNDATIONS: TARIFF POLICY AND THE DIVERGENCE IN MARKET EXPECTATIONS We’re pleased to share the May 2025 edition of Equity…

INCREASING RECESSION RISK WARRANTS A DEFENSIVE BIAS We’re pleased to introduce Equity Insight, a new monthly commentary from our Head of U.S.…

Last week we highlighted President Trump’s proposed retaliatory tariffs. This week has quickly turned that message into old news.    …

Over the past several weeks, tariff discussions have dominated financial news, creating a climate of uncertainty that has rippled through…

MARKET UPDATE: RECAP OF KEY TRENDS IN 2024 AND OUTLOOK ON WHAT IS AHEAD FOR 2025 While the 4th quarter was…

MARKET UPDATE: PRE-ELECTION INSIGHTS Both equity and fixed income markets broadly moved higher throughout the 3rd quarter, building on a…

Markets broadly continued to trend higher throughout the second quarter and into the start of the third quarter, despite some…

Equity markets continued their advance throughout the 1st quarter of 2024 as the rally that started in October of last…