As we look toward 2026, the global economy is evolving in ways that could reshape opportunities across emerging markets. Which markets are better positioned to navigate challenges, and what lessons have they learned from the past?
The US housing market continues to be a focal point. With affordability under pressure, the dynamics of supply, demand, and pricing are shifting. Where do mortgage rates and home prices go from here?
With the Fed cutting this year and another move possible in December, how could the policy path look as we head into 2026? How might these shifts affect the outlook for fixed income in the year ahead?
Charitable giving has always been about making an impact but what happens when the rules change? Beginning in 2026, new tax laws will reshape how deductions work for donors at every level. So, what does this mean for the future of giving?
Markets are moving fast, but not always in the same direction. Rate cuts, near daily highs, and policy pivots, it’s a lot to keep up with. So what’s noise, and what’s worth watching?
From the Fed’s latest rate cut to surprising trends in equities and bonds, investors may be scratching their heads. Tune in to find out what you need to know to navigate ongoing uncertainty.
As we approach year-end, what’s next for credit markets, and with mortgage rates at their lowest in a year, will high-quality bonds remain in favor?
As we wrap up 2025, what have been the biggest forces shaping the economy and what surprises might 2026 have in store? How might central bank decisions and shifting market dynamics impact investors and businesses in the months ahead?
As we head into the last few weeks of 2025, what does the economic picture look like for business owners? How does one navigate stocks near record highs, a Fed that is cutting rates, and ongoing policy updates?
Artificial intelligence is everywhere and it’s demanding more power, more real estate, and more metal. As an investor, how should you be thinking about opportunities in and around AI?
3Q earnings season looks strong not spooky! Profits may rise10%, beating forecasts. Lower tariff risks, Fed rate cuts, and solid AI trends support our US equities upgrade. Learn more in “S&P 500 EPS: a key pillar for the bull market”.
Emerging Markets are in the spotlight. What’s driving renewed optimism in the space? Is tech the game changer? Which regions are set to lead? How can investors manage risks, and spot the next big opportunity?
Health care… from policy shifts to demographic trends, the sector is undergoing a transformation that’s capturing investor attention. As longevity becomes a defining force in global markets, why are biopharmaceuticals and medical innovation emerging as key drivers of portfolio strategy?
Curious where AI’s fuel comes from? Your attention powers the engine! Ad dollars from platforms like Meta and Alphabet drive smarter AI, making ads more effective and shaping how we spend time online.
As we enter the final quarter of 2025, how has fixed income performed, particularly with the impact of renewed Fed rate cuts? What about the housing market or mortgage rates? Where are the potential vulnerabilities?
As the Federal Reserve enters a rate-cutting cycle, what are the potential implications for emerging markets?
The Federal Reserve’s September meeting has wrapped and investors are watching closely for what comes next. How will the Fed’s decision to cut rates impact markets and the economy? Plus, can this equity rally continue?
2Q25 earnings season is over. With profits beating estimates, what drove results, and what are our key takeaways for the second half of the year?
In the heart of New York, Central Park stays serene, and so do the markets. What explains this calm amid uncertainty, tariffs, and shifting federal spending as investors remain steady in a world full of noise and disruption?
On the surface, we’re seeing new record highs in the equity market. The S&P 500 and Nasdaq have been on impressive runs since Liberation Day. However, what’s beneath the surface could be a little more concerning.