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Key Economic Themes for the Second Half of 2025

Secretary of Treasury, Scott Bessent, has become one of the most influential voices of the new administration since taki...

The Risk of Misunderstanding Risk

Risk In the famous board game Risk, players navigate a board that looks like a map of the world. Through a series of bat...

The Winding Road of Tariffs

The stock market reacted negatively, while interest rates fell, on Thursday (4/3) and into Friday, to the tariff announc...

"There's going to be a detox period"

As the market continues to digest the ever-changing policies and headlines related to the economy, volatility (as measur...

2025 Markets Outlook

With the turn of the new year, we naturally shift our focus to the next 12 months to see what 2025 will bring us. Here a...

The Discipline of Staying Invested

Many adjectives can be used to describe the past five years of world history. Whether one is looking at natural disaster...

Mid-Summer Investment Themes Update

At the beginning of the year we laid out 8 themes to watch for this year. Let’s look back and see how these themes have...