Recent Posts

U.S. equity returns in 2025: Record-breaking resilience

Jan 08, 2026

U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.

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Early 2026 tax tips

Early 2026 tax tips

Jan 07, 2026

When the end of the year approaches, many individuals place a greater focus on tax planning to minimize their income tax liability...

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Building on a narrow base

Jan 06, 2026

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.

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Executive summary: Global Insight 2026 Outlook

Dec 19, 2025

The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.

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The Fed takes a turn down easy street

Dec 12, 2025

Another rate cut from the Federal Reserve this week has taken U.S. interest rates into a new era where we think every rate cut not only means that policy gets easier, but risks becoming too easy, all while the decisions only get harder.

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