A Week in Review - Feb 21, 2025

February 21, 2025 |Jamie Sodhi
Investors need to deal with risk and uncertainty. Nevertheless, the noise level through the first few months of this year has admittedly felt higher than normal. The threat of tariffs, a surprise development in artificial intelligence, higher U.S. inflation...
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A Week in Review - February 7, 2025

February 07, 2025 |Jamie Sodhi
Global equity markets continue to grapple with the threat of U.S. tariffs. Markets have digested the news reasonably well as the selloff has been unremarkable. That may be partly attributable to uncertainty as to the timing of when tariffs will take effect...
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Tariffs’ leverage extends far beyond trade

Tariffs’ leverage extends far beyond trade

February 05, 2025 |Atul Bhatia, CFA

Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making.

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