Latest financial insights & resources
Our investment experts offer economic and financial insights
to balance today's market environment with long-term considerations.
ECONOMIC AND FINANCIAL MARKETS
2026 Outlook
2025 marked the third consecutive year of strong market returns, raising two key questions: What factors drove this sustained performance, and can it continue into 2026? Our experts share their insights on the conditions that shaped recent market trends and discuss their expectations for the year ahead.
ENERGY
Powering AI: A reckoning is coming
As artificial intelligence accelerates the digital transformation, the U.S. power grid faces a pivotal reckoning. Our experts examine whether aging infrastructure and the swift rise of renewables can keep pace with the explosive energy needs of tomorrow’s data centers.
ECONOMIC POLICY
The OBBBA’s ambitious agenda and America’s fiscal future
The recent One Big Beautiful Bill Act (OBBBA) brings major changes across a range of federal programs and comes with a large cost. We break down the Act’s key provisions and explore what they could mean for the economy and financial markets.
DIGITAL ASSETS
Bitcoin’s next block
The landscape for Bitcoin is rapidly evolving, driven by two transformative developments: the introduction of Exchange Traded Products (ETPs) and the enactment of the GENIUS Act. We explore what these shifts mean for investors—revisiting Bitcoin’s investment case, its role in diversified portfolios and the balance between opportunity and risk.
PORTFOLIO STRATEGY
Why active management is missing its mark
Recently, many active managers have struggled to consistently outperform their respective indices. Is active management facing an existential challenge, or is there more to the story?
ARTIFICIAL INTELLIGENCE
Temporary trend or enduring opportunity?
As artificial intelligence (AI) continues to reshape industries, investors are facing a dynamic mix of risk and opportunity. Our technology analysts examine the sectors leading this shift, the traits of companies best positioned to succeed, and why a long-term perspective may be key to navigating the evolving AI landscape.
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