Market Insights
11 min
Putting Tariffs and Turbulence into Historical Perspective
11 April 2025
Our chief economist explores the historical use of tariffs, potential unintended consequences, and their relevance in today's complex global economy. He offers insights and considerations to navigate shifting trade dynamics and policy impacts.
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Strategist's Corner
Strategist's Corner
Strategist's CornerThe Paradox of Investor Behavior and the Capital Cycle
13 November 2025Insights into investor behavior, market cycles, and the impact of biological programming on financial decision-making. It emphasizes the importance of disciplined investment strategies, such as “Time Horizon Arbitrage.”Strategist's CornerTechnological Evolution and Financial Cycles: How AI Fits In
31 October 2025A look at the evolution of financial cycles and excesses, and a framework for understanding today’s AI investment boom.Strategist's CornerSpotting Unseen Risks in Portfolios
22 October 2025A look at the challenges of identifying hidden risks in investment portfolios, likening them to undetectable health crises.
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Week in Review
Week in Review
Strategist's Corner
Strategist's Corner
The Paradox of Investor Behavior and the Capital Cycle
13 November 2025
Insights into investor behavior, market cycles, and the impact of biological programming on financial decision-making. It emphasizes the importance of disciplined investment strategies, such as “Time Horizon Arbitrage.”
Strategist's Corner
Technological Evolution and Financial Cycles: How AI Fits In
31 October 2025
A look at the evolution of financial cycles and excesses, and a framework for understanding today’s AI investment boom.
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Strategist's Corner
Spotting Unseen Risks in Portfolios
22 October 2025
A look at the challenges of identifying hidden risks in investment portfolios, likening them to undetectable health crises.