Blog & Articles

After a strong rally to end 2023, U.S. small caps gave back much of their gains. We explore whether the asset class warrants patience from investors.

In my last blog, “AI: Three reasons why there’s so much hype”, I explained how AI is, at its core, just math. As such, AI is truly a tool for many different use cases – and humans (not machines) put their own values and ethical judgements into those use...

Swelling expectations of rate cuts have been a boon for bond markets. But could a step up in inflation put that narrative in jeopardy to start the year?

Whether the U.S. economy will tip into recession and with the return of bonds as an attractive complement to stocks, investors have much to consider in 2024.

In a plot twist for equity markets, the expected pain in 2023 became gain. We explore five catalysts that turned the U.S. investment environment on its head.