Market Insights
Putting Tariffs and Turbulence into Historical Perspective
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 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
17 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
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.
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Week in Review
Week in Review
Week in ReviewStocks Surge as Geopolitical, Trade Tensions Recede
3 July 2025A review of the week’s top global economic and capital markets news
Week in ReviewOBBB, Trade Progress, Solid Data Send Stocks Higher
3 July 2025A review of the week’s top global economic and capital markets news
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
17 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
10 June 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.
Week in Review
Week in Review
Stocks Surge as Geopolitical, Trade Tensions Recede
3 July 2025
A review of the week’s top global economic and capital markets news
Week in Review
OBBB, Trade Progress, Solid Data Send Stocks Higher
3 July 2025
A review of the week’s top global economic and capital markets news