Insights
2024 Sustainability Report
Other Insights
Bonds, Gold, and Cake
Recently, we’ve noticed an odd pattern in the bond market wherein bond prices rise sharply on bad days for risk assets (equities), but on equally good days for risk assets, bonds don’t fall as much as you’d expect. Or, to put it more simply, we’re in a period of bond investors having their cake and […]
Tech and Telecom: Huawei Focus
Huawei, the Chinese telecom and technology company, has been topical driven by headlines pertaining to the US and China trade war, the global race to 5G, and national security.
Fear versus Fundamentals
Our Global CIO team has attempted to look past the noise and volatility of recent days to construct a fundamental-based outlook for the market. You can read their recap of the month to date and where we go from here in this short,1 page update.
Curve Inversion – Capitalism at a Crossroads?
Hike Rates, cut rates; behind the curve, ahead of the curve….What’s really going on in the markets?
1998 and Why a Fed Rate Cut Means Rates, Stocks, and Inflation Can Go Higher
Here is why 1998 is an important year to study as we think about the future direction of stocks, interest rates, and inflation.
Learn more 1998 and Why a Fed Rate Cut Means Rates, Stocks, and Inflation Can Go Higher
Strategy Commentaries
Please note that strategy commentaries can now be found on their respective strategy pages under Documents.
Equity strategies
Fixed Income strategies