Latest Insights

Can Europe meet the moment?

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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Trump Warshes his hands of Powell

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

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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Crosscurrents buffet U.S. dollar and Treasury market

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.

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How to medal in your financial life

Thinking of the winter games, how might you maximize your financial life to feel like you’re on the medal platform? Read on for some ideas at various life stages.

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