The numbers behind U.S. tariffs

September 26, 2025 |Joseph Wu, CFA

Collections from U.S. tariffs are surging. As legal uncertainty looms and costs gradually pass through, balancing resilient corporate fundamentals against policy risks remains crucial for portfolio positioning.

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Beyond tariffs, what can the U.S. do in its quest for trade balance?

Beyond tariffs, what can the U.S. do in its quest for trade balance?

May 06, 2025 |Atul Bhatia, CFA

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

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Back to school, school is cool

September 14, 2018 |Dian Chaaban
I realized at a young age that I was more of a mathlete than an athlete (I was that kid who you picked last in gym class because I could barely catch a ball) which wasn't so fun during recess but my grade 8 graduation encouraged me to stay the course...
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