Another banner year for liquidity?
2025 Outlook
Stewardship: a coming of age
2025 Outlook
Whatever it takes 2.0
market snapshot
Global reverberations of the US election
Two weeks out, the storm that was the US election has given way to clearer skies—and more clarity on how the Trump administration might turn campaign promises into policy. Our CIO for Global Equities Stephen Auth recently outlined how the issues of tax cuts, higher tariffs, reduced regulations, smaller government, immigration reform and resolution of […]
The trouble with tariffs
The US election is over, and investors are beginning to assess who will be the winners and losers during Trump’s second term in office. Will President-elect Trump do all that he said he would do? Or was a lot of what he proposed just campaign rhetoric? We can be fairly certain that tariffs are going […]
An agile approach to credit – amid volatility and uncertainty
Unconstrained Credit
Has the Fed’s rate-cutting cycle been knocked off course?
market snapshot
Beyond paper gains: the rising prominence of DPI and its focus on real returns
Fast reading In an era of higher interest rates, it has become increasingly difficult for general partners (GPs) to exit companies they bought during the bull market. Return estimates for PE portfolios have traditionally included the value of investments in companies that haven’t yet been sold or exited. These are typically evaluated using metrics such […]
Trump win sparks stock rally despite inflation fears
market snapshot
Trump win gives Republicans strong mandate
Stephen Auth, CFA Executive Vice President, Chief Investment Officer, Equities Trump wins “Bigly”; Senate flips; House still undecided. Confounding the experts, President Trump handily won the Presidential election late on election night. Along with this, he solidly flipped the Senate; the only branch of government undecided as of this moment is the House, which will be […]
