The April announcements by the White House of sweeping new tariffs on U.S. imports sparked a wave of concern among investors and ensuing severe market volatility—and understandably so. We discuss what these changes could mean for the market and economy going forward.
Read MoreStock market volatility picked up in the first quarter amid growing investor unease over the potential for sweeping trade restrictions, as early signals from the new administration stirred fears of a broader tariff regime. In our latest research presentation, we take a detailed look at what happened last quarter in the markets and provide our updated market outlook.
Read MoreOn April 2nd, the White House announced a sweeping new round of tariffs on U.S. imports — a move that surprised many in its scale and potential economic impact.
Read MoreThe early months of the year have delivered what we expected: heightened market volatility amid shifting government policy priorities.
Read MorePresident Donald Trump has promised significant shifts with proposals such as corporate tax cuts, government spending cuts, and changes to trade and immigration policy. We assess the potential market and economic impacts of the new administration’s ambitious economic agenda.
Read MoreStock and bond markets overall delivered positive returns in 2024, with U.S. stocks once again leading the way, as markets navigated shifting central bank policies and an evolving political landscape. In our latest research presentation, we take a detailed look at what happened last year in the markets and provide our 2025 market outlook.
Read MoreThe outcome of the U.S. elections could influence policy changes in areas such as taxes, trade, and regulation. In our latest investment perspective, we examine the potential market implications and what investors should keep in mind as election day approaches.
Read MoreGlobal stocks advanced in the third quarter, while bonds rallied on falling interest. In our latest research presentation, we take a detailed look at what happened last quarter in the markets and provide our year-end market outlook.
Read MoreThe Fed will likely continue its wait-and-see approach until it observes consistent signs of cooling inflation. In our latest investment perspective, we discuss whether the economy will eventually enter a recession if interest rates remain unchanged for longer.
Read MoreStock market gains continued, and bond market returns inched higher in the second quarter. In our latest research presentation, we take a detailed look at what happened last quarter in the markets and provide our updated market outlook.
Read MoreThe commercial real estate market has undergone a significant downturn and sentiment towards it is extremely negative. In our latest investment perspective, we discuss the current state of the real estate asset class and what may lie ahead for it.
Read MoreStock markets continued rallying and bond markets took a breather in the first quarter. In our latest research presentation, we take a detailed look at what happened last quarter in the markets and provide our updated market outlook.
Read MoreThe U.S. presidential election will no doubt capture the headlines in 2024 and create uncertainty. We discuss how investors should approach investing in an election year.
Read MoreGlobal stock and bond markets rallied significantly in 2023. In our latest research presentation, we take a detailed look at what happened last year in the markets and provide our 2024 market outlook.
Read MoreGeopolitical risk has risen with the recent tragic attack on Israel. The implications, especially from a humanitarian perspective of this event, are vast and devastating, as are many of the political repercussions that will follow. In our latest investment perspective, we discuss how war in the Middle East could impact the broader markets and the economy, and portfolio considerations for investors.
Read MoreStock and bond markets broadly declined in the third quarter amid the continued rise in interest rates. In our latest research presentation, we take a detailed look at what’s happening lately in the markets and provide an updated market outlook.
Read MoreThere has been increasing interest in how the prospects of AI may be boosting stock market performance, particularly for a handful of the largest technology companies. In our latest investment perspective, we discuss whether one should change their investment portfolio to benefit more from the generative AI growth trend.
Read MoreStock markets extended their gains during the second quarter, while bond markets were mixed. In our latest research presentation, we take a detailed look at what’s happening lately in the markets and provide an updated market outlook.
Read MoreThe clock is once again ticking on U.S. debt ceiling negotiations. As deadlines draw nearer, the political theater and dramatic media reporting will likely continue to intensify. We provide some historical perspectives and explain what investors should expect this time around.
Read MoreIn March, the failure of the Silicon Valley Bank (SIVB) and ensuing news about other banks contributed to uncertainty and market turmoil. In our latest investment perspective, we discuss the potential longer-term implications of this event and what it could mean for investors going forward.
Read More
