Insights

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Geopolitics
July 10 2025
Equity .
Article

5 minute read

Accounting for goodwill
July 10 2025

A trip to Egypt illustrates the value of influence.

July 1 2025
Markets/Economy .
Article

7 minute read

The other side of the rainbow
June 23 2025

Sticking with our long-term bullish call on stocks.

June 20 2025
International/Global .
Article

4 minute read

Could the impact on oil from the Iran-Israel conflict fuel inflation? June 18 2025

Global Market Snapshot

June 16 2025
Markets/Economy .
Article

6 minute read

Summer of unrest?
June 13 2025

Storm clouds on the horizon, but confidence is rebounding.

May 16 2025
International/Global .
Article

4 minute read

Where now for the dollar?
May 16 2025

Some forces that had strengthened the dollar may now be moving the other way.

May 19 2025
Geopolitics .
Article

4 minute read

Oil prices stop making sense
May 16 2025

OPEC members are not on the same page

April 15 2025
Fixed Income .
Article

3 minute read

The curious case of rising Treasury yields
April 15 2025

A number of factors are likely prompting the move

April 9 2025
Fixed Income .
Article

6 minute read

Did we mention there might be some volatility?
April 9 2025

Bonds display quiet strength as markets back away from risk.

April 7 2025
International/Global .
Article

3 minute read

The contours of a new trade landscape
April 4 2025

Uncertainty is not gone, but it is receding.

March 10 2025
Geopolitics .
Article

2 minute read

America's allies shore up their defenses
March 11 2025

It's been a momentous time in geopolitics. 

November 25 2024
International/Global .
Article

6 minute read

Global reverberations of the US election
November 20 2024

A look at the impact Trump's potential policies might have on international markets. 

October 29 2024
Geopolitics .
Article

2 minute read

How might tariffs affect trade finance?
October 29 2024

A trade war could have unexpected consequences.

October 21 2024
Geopolitics .
Article

4 minute read

Positioning EMD ahead of the US election

October 21 2024

The implications for foreign policy could be far-reaching

August 28 2024
Equity .
Article

4 minute read

China's slow bleed
August 28 2024

For investors looking for a change in direction, China's Third Plenum was underwhelming.