The greenback is singing the blues
The hurly-burly in Washington has the potential to reshape the global political and economic landscape, but will it knock the US dollar from its preeminent perch? Some are viewing the plunge of the dollar index since President Donald Trump’s announcement of tariffs as a sign it will. The argument itself conflates two concepts. One is that the […]
A bunker for the trade war
President Trump’s tariffs have driven market volatility, as measured by the VIX, to levels not seen since the pandemic. Currently, there is a temporary pause on the tariffs (aside from a 10% rate) for every nation except China, but that is not stopping the market from reeling as the world’s two largest economies push tariffs […]
Global SMID Equity Engagement* Annual Report, 2024
Constructive engagement and positive change
Gold soars, capital flows to Europe
market snapshot
ECB cuts rates amid trade war fears
market snapshot
Trump’s tariffs and credit spreads: is the pain over?
(This webinar aired on April 10th 2025) Topics The impact of inflation and interest rate changes on investment strategies. Navigating global policy changes. Strategies for managing global short-term and liquidity markets. For more timely insights, explore the latest Institutional POV. Read More Watch now Listen now Read More Watch now Listen now Read More Watch […]
The curious case of rising US Treasury yields
US Treasury yields increased sharply after falling leading up to and immediately after the 2 April tariffs announcement. The tariff reprieve on 9 April initially quelled the surge, but rates remain elevated. The surprise is that typically when global risks increase, the flight to quality trade ensues – US Treasury yields go down, prices go […]
Private equity in a net zero world
Managing climate risks and opportunities
Market mayhem bolsters appeal of liquidity products
Money market funds sometimes get a bad rap – they can be viewed as boring. Across the whole investment universe, investors have a vast array of choices: any number of asset classes that seek to balance risk with reward and offer the potential for higher returns. All money markets aim to do is provide a […]
The seven minutes that shook markets
Chartology
