Latest Insights

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Can Europe meet the moment?

Feb 12, 2026 | Frédérique Carrier |

The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.

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Federal Reserve

Trump Warshes his hands of Powell

Feb 06, 2026 | Thomas Garretson, CFA |

President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.

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Global Insight large network server

Big Tech’s AI expansion: From investment to scalable returns

Feb 03, 2026 | Joseph Wu, CFA |

AI investment has more runway ahead, in our view. A shift toward monetization, return on investment, and enterprise applications strengthens the case for diversifying beyond Big Tech to capture broader opportunities.

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