Third Quarter in Review: US equities moved higher in the quarter and are now up substantially year to date. Within…

  Although the US economy has been resilient, the effect of higher rates and trade wars has not been evenly…

On the surface, the second quarter of 2025 was a blockbuster quarter for equity markets. U.S. and international equities surged…

Strategic Macro Themes: Navigating a Shifting Global Landscape As global capital flows continue to realign across economies and corporate balance…

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…