The emergence of Gen-Z
Chartology
Tariff tensions shake Wall Street
market snapshot
America’s allies shore up their defences
International investors with an eye on the news will have been aware of some seismic shifts lately. At the recent Munich Security Conference, US Vice President Vance made it clear to the European NATO nations that they will have to do more to strengthen their own defence capabilities and security. Next came the much-discussed White […]
360°, H1 2025:
Is the market pricing in a ‘Trump tantrum’ of its own?
Strapped to the mast
Video transcript Overall, our outlook on equity markets around the world – from the US, Europe, and even emerging markets – is pretty positive on a two-year, even a three-year view. The issue is that in the near term there’s a lot of ‘sausage making’ and noise that could distract us and cause some volatility. We […]
Steering through the fog of policy uncertainty
I just got back from the ABA Wealth Management conference in sunny San Diego. There, Strategas’ Dan Clifton and I talked about President Trump’s actions, their market impacts and how we, as professional investment managers, would translate these developments into portfolio adjustments for the post-election landscape. The opening days of the second Trump administration have, […]
A week is a long time in (geo)politics
market snapshot
Fiorino: Elementary
Solving the eurozone bank mystery
We SECond this change
Perhaps because the US Securities and Exchange Commission (SEC) appears to impact the public less than other US agencies, its cost-cutting efforts mandated by the Trump administration have largely been overshadowed. But the SEC is in the midst of a sea change beyond the trimming of staff, and we welcome it. Recall its mission is, […]
Not all banking partnerships are created equal
In a recent webinar with IPE, Patrick Marshall, Head of Direct Lending, and Kevin Roche, Director, outlined our differentiated approach to bank partnerships, as well as the pros and cons that different partnerships can provide. Watch the highlights below: Read More Watch now Listen now Read More Watch now Listen now Read More Watch now […]
