Recent News

 
 

Recent News

Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations

Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations

We started 2025 on a high note, although we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” Well change did come, and with it, volatility, perhaps in part because we assumed President Trump’s policies would simply mirror those of his prior term. The impact of policy…

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Summer Slump or Summer Sizzle?

If all you saw were the headlines you might think that “trade wars” or “a flattening yield curve” was pushing equities to the brink of a new bear market as the U.S. economy teetered on recession…

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Market Update | June 21, 2018

Trade policy update. After being hit to the tune of ~$240 million by U.S. tariffs, India ratcheted up tensions overnight when it retaliated with tariffs of its own on a wide range of U.S. imports…

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Market Update | June 20, 2018

Tariff headlines versus implementation. While trade headlines have garnered a lot of attention, and roiled markets in some instances, it’s important to reiterate that neither side wants a trade war.

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