Matthew Haver
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.
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 »
If anything you have read here spurs a question or investment idea, please contact me anytime. I'm happy to discuss any of these topics with you.
March 13, 2024
Global manager research monthly index
October 30, 2024
Trend & cycle: The long view
March 3, 2025
Fixed income interest rate market monitor
October 28, 2024
Market cycle quilts
