Market commentary

Information is an important factor within the financial markets. But if not properly interpreted, it can be misleading or useless. We can help translate business activity and market trends into useful knowledge that you can act on. These reports reflect our most current perspective on the equity and fixed income markets.

Latest Insights

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U.S. tariff give and take

Feb 28, 2025 | Joseph Wu, CFA and Josh Nye |

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

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Global Insight Monthly

Global Insight Monthly cover - February 2025

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

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