Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

The market pullback will take time to play out. Planning for an eventual shift to defense beats a “hope for the best” approach.

Four powerful trends involving game-changing innovations and demographic changes are set to play out in the global economy over the coming decades. We believe they can provide an attractive way to plug investment portfolios into the future.