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Market Updates

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May 13, 2024

Why U.S. equity markets are less volatile during periods of elevated global conflict. Plus one of the major market trends of recent years has been relative resilience of Emerging Market currencies, and the advent of the next technological revolution.

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May 6, 2024

We identify five things investors should know about energy projects looking to be hooked up to the U.S. power grid, present three high-conviction themes and strategies, and suggest that when it comes to investing, there's no place like home.

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April 29, 2024

It's best to hold your political nose when investing. Plus Federal Reserve policy still appears stimulative, and our more constructive portfolio posture reflects a strengthening fundamentals backdrop, the effect of tighter financial conditions and geopolitical shocks.

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April 22, 2024

The not-so-little bull that could… and still can. Plus what global monetary divergence means for the U.S. dollar—and for U.S. investors, and stress points as geopolitical events unfold include risks to oil prices, the runup in gold and a spike in volatility measures.

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April 15, 2024

Is the world on a collision course with China? Plus employment and inflation surprises reinforce the view that monetary policy may not be as restrictive as presumed, and while some factors are working against consumers, their strength remains underpinned by others.

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April 8, 2024

Higher-for-longer energy prices could short-circuit rising hopes for a smooth transition to a new economic expansion. Plus investors have seen India's equity market grow in importance over the past 10 years, and we ask whether it's time to panic over rising U.S. net interest costs.

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April 1, 2024

We present four charts that are prominent on the Chief Investment Office radar screen, ask whether the Federal Reserve's pivot is reigniting inflation and reflect on how positive fundamentals fueled Equity performance in the first quarter.

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March 25, 2024

We believe the appetite for Equities remains strong despite underlying risks such as inflation misses or sporadic bank issues. Plus we identify a systemic richening in muni valuations, and the secret sauce to U.S. economic dynamism.

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March 18, 2024

We believe slowing economic growth in China is compounded by geopolitical risk, economic policy uncertainty, an inefficient financial system, and demographic challenges. Plus we discuss ways to best position portfolios for the remainder of the year, including non-technology Artificial Intelligence opportunities.

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March 11, 2024

Real long-term interest rates have risen amid concerns about the sustainability of U.S. deficit spending. Plus dividend stocks have faced stronger competition from the bond market, and we believe the equity bull run will continue as fundamentals have held up and market leadership shows signs of broadening.

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March 4, 2024

At this time we see potential value in the larger, diversified U.S. banks despite the possibility of added volatility as the Financial sector works through the transitioning of credit, economic and policy cycles. Plus in our view, the current earnings season in Europe has been underwhelming while demand from China remains a challenge.

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February 26, 2024

In anticipation of the November vote, we see a world boosting defense spending and hear businesses recasting global supply chains. Plus the growing probability that the economy has begun to reaccelerate is making monetary easing less certain, and the liquidity pivot.

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