Insights

It’s been a whirlwind of a week in global markets. Concerns over the stability of the global banking system emerged after a few sudden U.S. bank failures and signs of stress at a larger European one. Policymakers responded quickly and the situation has...

A tug of war has emerged this year in global markets. On one end, a view that tight financial conditions will eventually lead to a recession and equity market weakness. On the other side, the belief that a resilient economy will lead to stickier inflation...

Volatility has resurfaced over the past month. It’s been most evident in the bond market, with yields having moved meaningfully higher (and prices lower), reaching levels seen in November of last year. The move on the equity side has been less pronounced...

First and foremost, we want to acknowledge the devastating earthquake that took place in Turkey and Syria. Our hearts and prayers go out to all those impacted by this disaster. On the investment front, investors may be feeling somewhat confused given...

Dear Client It has been a relatively calm and positive start to the year with global equities and bonds behaving reasonably well. The past few weeks have been marked by a heavy dose of corporate earnings, more layoff announcements from the technology...

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.