Market Insights
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.
-
Strategist's Corner
Strategist's Corner
Strategist's CornerOil: Geopolitics Versus Structural Headwinds
2 July 2025A quick analysis of the oil market; focusing on supply and demand dynamics, the impact of geopolitical tensions and structural factors influencing energy prices.Strategist's CornerCapital Is Like Cholesterol
2 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.Strategist's CornerMoody’s Sends Investors a Reminder
23 May 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.
-
Week in Review
Week in Review
Strategist's Corner
Strategist's Corner
Oil: Geopolitics Versus Structural Headwinds
2 July 2025
A quick analysis of the oil market; focusing on supply and demand dynamics, the impact of geopolitical tensions and structural factors influencing energy prices.
Strategist's Corner
Capital Is Like Cholesterol
2 June 2025
Robert M. Almeida, Portfolio Manager and Global Investment Strategist, draws parallels between capital flow and cholesterol, emphasizing the importance of balance in economic health.
Strategist's Corner
Moody’s Sends Investors a Reminder
23 May 2025
Despite 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.