We can live with this

The S&P 500 has been sideways for a while now, something often seen in the weeks after a presidential inauguration; only half of the names in the index currently trade above their 50-day moving average. For the market to exit this period of consolidation with any bullish conviction, that fraction will need to increase. The market […]

Chinese tech stocks rally on AI hopes

Close-up of an index tracker with bright distorted lights in background

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All about tariffs

Sunset by the sea

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A welcome boost

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Volatility, velocity and vigilantes

After a choppy start to the year, and a rally through much of Q2 and Q3, the Bloomberg US Aggregate ultimately gave up a portion of year-to-date (YTD) return in Q4, while remaining modestly positive for the year at 1.25%. Growing investor expectations of a Donald Trump win fuelled a risk rally in the weeks […]

A watershed reached?

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How Trump’s ambitious economic agenda might unfold

From Inauguration Day into Memorial Day We expect Trump to address immigration by securing the border, deporting convicted criminals who had entered the country illegally, increasing legal immigration and creating a path to citizenship for non-documented, yet gainfully employed people. His threat of tariffs has alarmed many, but it is likely a negotiating tactic. The […]

Tariffs on the table

Video transcript How do you think tariffs might affect international equities in 2025? Tariffs are going to affect international equities in 2025, primarily because of uncertainty. The uncertainty that obviously comes with the recent Trump election is that the level of tariffs is going to mean that, at the end of the day, we are […]

Inflation unlikely to derail Fed plans

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US small-caps surge on Trump rally

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