Insights

Explore Insights

Geopolitics
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.

June 18 2024
Equity .
Article

6 minute read

Passing the buck on higher energy prices
June 18 2024

Filling up at the pump matters to voters.

DISCLOSURES

2286264188