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.
We examine the key macro developments that have defined 2023 so far and consider potential risks investors should monitor heading into 2024.
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
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The expected recession from an investment perspective. Read the full economic outlook in the latest Global Insight 2023 outlook.
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.