Insights

Good morning, It has been an eventful few weeks. A significant escalation of conflict between Israel, Iran, and the U.S. culminated in a recent ceasefire. Not surprisingly, oil prices have been volatile through this period, though global equity markets...

Good morning, Global equity markets had been trading near all-time highs, benefitting from a relatively quiet period on the trade front. But some volatility resurfaced in the wake of an escalating conflict in the Middle East between Israel and Iran. It...

Good morning, Global equity markets continue to grind higher on the back of the trade war de-escalation. Moreover, a U.S. federal court recently ruled that President Trump had overstepped his authority in using an emergency law to impose tariffs, leaving...

Good morning, Global equity markets continued to march higher recently on the back of the de-escalation of the trade war. We discuss recent developments in this ongoing saga. We also return to a question that was on our minds well before the trade war...

Good afternoon, After multiple escalating and de-escalating headlines in recent weeks, here is where we stand today with respect to tariffs and highlight several future considerations to keep an eye on. What are the most news-worthy events with respect...

Good morning, What a difference a few weeks, or even days, makes. In a major pivot, the U.S. administration went from proposing sweeping tariffs across many of its trading partners to then extending a three-month reprieve for all countries. The exception...

Good morning, Global equity markets fell more sharply this week following the revelation from the U.S. administration that its reciprocal tariffs will be much broader and larger than most investors expected. The “Liberation Day” announcement raised the...

Good morning, President Trump's deliberations over his plans to impose reciprocal tariffs appear to be coming down to the wire, with multiple proposals under consideration, including a tiered tariff system and a customized reciprocal plan. Under a tiered...

Good morning, Global markets have benefitted from the lack of trade-related noise over the past few weeks, with markets outside of the U.S. continuing to outperform year-to-date. Despite the relative calm on the tariff front, there were important developments...