HNW Blog

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

The longstanding relationship between the U.S. and Europe is changing, with deep consequences for the euro area and its economy. We look into the impact of this metamorphosis on the corporate sector and discuss the related investment opportunities.

Black Friday is the day when everything we want, or think we need, finally goes on sale. If we’re prepared with cash or credit and know where to find the best deals, we can take full advantage. What makes Black Friday unique is that it’s predictable....

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Succession planning has always been one of the most challenging moments in a business owner’s journey. Traditional approaches, selling to a competitor, private equity, or internal management, often create uncertainty for both founders and employees. But...

The White House has made broad interpretations of existing legislative authority to make unilateral policy moves. We examine how this centralized ad hoc decision-making raises structural concerns and how the economic policy framework may evolve.

The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.

We keep hearing it from many of you - how much longer can the market (and your portfolio) keep climbing?climbing? Jim has aptly coined the term “altitude sickness” to describe the mix of excitement and unease that comes when markets reach new highs. Over...