Latest financial insights & resources
Our investment experts offer economic and financial insights
to balance today's market environment with long-term considerations.

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.

SPECIAL EDITION
Keeping tabs on tariffs and navigating market uncertainty
In the wake of numerous executive orders, President Trump is considering new tariffs that could reshape trade dynamics and influence the global economy. We examine the implications of these changes across the economic landscape.

FIXED INCOME
The case for mortgage-backed securities
With the US residential loan market valued at an impressive $12 trillion, investors have the opportunity to utilize mortgage-backed securities to enhance liquidity and stability while achieving attractive yields.

ECONOMIC AND FINANCIAL MARKETS
2025 Outlook
2024 was a year of economic growth and stellar U.S. equity performance. Entering 2025 from a position of economic strength and ushering in a second Trump term, our experts share their outlook for the year ahead.

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?
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