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

SPECIAL EDITION
Navigating market uncertainty
Key factors such as policy uncertainty, recession concerns, and considerable market volatility are crucial in defining the global economic environment. Our experts assess how these elements affect investors, financial markets, and the economy at large.

TRADE POLICY AND IMPLICATIONS
Keeping tabs on tariffs
President Trump has implemented new tariffs that are reshaping trade dynamics and influencing the global economy. We examine the implications of these changes and their potential effects on consumers, the labor market, and the broader 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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