Insights

As a volatile Q1 comes to a close, we think technical analysis provides a useful perspective on the potential paths of equity markets in the months ahead.

Janet and Tylar discuss the impacts of the volatility we have seen thus far in 2025 and what we see from here for financial markets.

To say it’s been a testing time for markets and investors is an understatement. Amid what can be confusing and rapidly shifting market dynamics, we give our thoughts on four key questions on investors’ minds.

The 2018–2019 U.S.-China trade conflict underscored how tariff uncertainty can dampen sentiment, depressing valuations even if the earnings impact turns out to be modest. What approach should investors take?

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification.

A period of rapid-fire developments has understandably put investors on edge. We make sense of five catalysts tugging on stock markets and elucidate why we’re not ready to throw in the towel on the two-year-plus bull market just yet.

As the threat of U.S. tariffs remains a regular topic of news outlets, we examine the potential highs and lows and their effects.

For the European Union, the economic impact of U.S. tariffs will depend on their level and duration. We investigate the implications of rapidly changing U.S. trade policies, and explore how the EU may respond.

Washington, D.C. policy decisions have been in the spotlight of late, but we think investors should not take their eyes off the results and clues coming from Q4 earnings season.

Economics is rife with self-correcting mechanisms, and we give our thoughts on how that dynamic is likely to play out in the relationship between the U.S. budget deficit and longer-term interest rates.