Recent Posts

More but less

Dec 02, 2025 | Jim Allworth

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

Categories:

Special report

Read more

Quarter-century crossroads

Dec 02, 2025 | Eric Lascelles

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

Categories:

Special report

Read more
Europe in the age of trade uncertainty

Europe in the age of trade uncertainty

Nov 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.

Categories:

Economy Markets Business Family Investing

Read more

Building on a narrow base

Nov 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.

Categories:

Economy Markets

Read more

Power tools

Nov 17, 2025 | Atul Bhatia, CFA

The White House has made broad interpretations of existing legislative authority to make unilateral policy moves. We examine how this centralized ad hoc decision-making raises structural concerns and how the economic policy framework may evolve.

Categories:

Economy Markets Investing

Read more