Executive summary: Global Insight 2026 Outlook

December 19, 2025 |The Global Portfolio Advisory Committee

The future is here … and gathering speed. We share key insights from our Global Insight 2026 Outlook, highlighting the forces likely to shape financial markets as well as potential investment opportunities for the year ahead and beyond.

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I Am Time Magazine’s Person of the Year

December 15, 2025 |Christine Morin
Time Magazine Announced Its “Person of the Year” In a tongue-in-cheek reflection on Time magazine’s 2025 Person of the Year choice, The Atlantic’s Charlie Warzel explains that the honor didn’t go to a single individual, but rather to the group of tech...
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The Fed takes a turn down easy street

December 12, 2025 |Thomas Garretson, CFA

Another rate cut from the Federal Reserve this week has taken U.S. interest rates into a new era where we think every rate cut not only means that policy gets easier, but risks becoming too easy, all while the decisions only get harder.

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The Spiritual Passage Into Grandmotherhood

December 10, 2025 |Christine Morin
I know what it is to be an expectant mother. There’s so much to fear. You do all the things you’re supposed to do but you hear horrible stories. You try not to think about them happening to you. You do your best to stay in the present until suddenly you’re...
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Featured image for article S&P 500 rally: When a rising tide lifts some boats more than others

S&P 500 rally: When a rising tide lifts some boats more than others

December 05, 2025 |Kelly Bogdanova

The rally in 2025 and throughout the longer bull market cycle has been uneven with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

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Morin Wealth Partners Annual Bingo Night

December 04, 2025 |Christine Morin
Morin Wealth Partners had their 5th annual bingo and ugly Christmas sweater celebration at Mike's golf club. Of course, Mike wins a round!
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More but less

December 02, 2025 |Jim Allworth

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

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Quarter-century crossroads

December 02, 2025 |Eric Lascelles

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

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Europe in the age of trade uncertainty

Europe in the age of trade uncertainty

November 28, 2025 |Frédérique Carrier

The longstanding relationship between the U.S. and Europe is changing, with deep consequences for the euro area and its economy. We look into the impact of this metamorphosis on the corporate sector and discuss the related investment opportunities.

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Building on a narrow base

November 21, 2025 |Atul Bhatia, CFA

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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