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Market update: navigating recent geopolitical developments

We are all processing the significant developments over the weekend regarding the joint military strikes on Iran. With the confirmed death of Iran’s Supreme Leader ...
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Wide divergence between perception and reality

The current economic landscape is defined by a paradoxical split where the experience of the average consumer stands in stark contrast to the exuberant heights ...
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2026 Market Outlook: Stimulus and productivity gains should outweigh near-term obstacles

Headlines move markets in the short term, but fundamentals drive longer-term performance. With one chapter yet to go, 2025 has been a case study in ...
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Understanding artificial intelligence through the echoes of past revolutions

Propelled by technological advancement, low interest rates, broad and frenzied investment appetite, and a laissez-faire regulatory environment, the path of human development is on the ...
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Trump’s reign of tariffs

Reciprocal tariffs were rolled out on schedule by President Donald Trump on April 2, but the breadth and magnitude were well above consensus. A 10 ...
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Finding order in the chaos

With many of the same policy initiatives as the first Trump administration, muscle memory prompted markets to react positively to President Donald Trump’s electoral victory ...
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