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.
The rally in 2025 and throughout the longer bull market cycle has been uneven, with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.
We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.
Read more in 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.
