Insights

Trump 2.0 will likely boost the economy and markets over the short term but presents potential risks beyond then. Our active approach has ensured our clients are positioned for success.

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

As we head into a traditionally volatile time of year, we offer our view on the US economy and markets. We highlight the supportive stance of government policy as a key reason we think the US will avoid a recession in the foreseeable future.

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.