Market Insights
Putting Tariffs and Turbulence into Historical Perspective
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Strategist's Corner
Strategist's Corner
Strategist's CornerMoody’s Sends Investors a Reminder
10 June 2025Despite potential rate cuts by the Federal Reserve, long-dated bond yields might not fall significantly due to the high existing debt burden and elevated uncertainties.Strategist's CornerShifting Liquidity Dynamics a Potential US Equity Headwind
9 June 2025The post-global financial crisis tailwinds of ample liquidity, globalization and abnormally low interest rates are becoming headwinds at a time when tariffs may drain liquidity.
Strategist's CornerCapital Is Like Cholesterol
4 June 2025Robert M. Almeida, Portfolio Manager and Global Investment Strategist, draws parallels between capital flow and cholesterol, emphasizing the importance of balance in economic health.
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Week in Review
Week in Review
Week in ReviewCourt Ruling May Force Trump to Switch Tariff Tactics
5 June 2025A review of the week’s top global economic and capital markets news
Week in ReviewTrump, Xi Agree to Resume Talks Soon
5 June 2025A review of the week’s top global economic and capital markets news
Strategist's Corner
Moody’s Sends Investors a Reminder
Shifting Liquidity Dynamics a Potential US Equity Headwind
The post-global financial crisis tailwinds of ample liquidity, globalization and abnormally low interest rates are becoming headwinds at a time when tariffs may drain liquidity.
Capital Is Like Cholesterol
Robert M. Almeida, Portfolio Manager and Global Investment Strategist, draws parallels between capital flow and cholesterol, emphasizing the importance of balance in economic health.
Week in Review
Court Ruling May Force Trump to Switch Tariff Tactics
A review of the week’s top global economic and capital markets news
Trump, Xi Agree to Resume Talks Soon
A review of the week’s top global economic and capital markets news