Insights

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

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.

Opportunities to reduce taxes, both for you and your corporation

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.

Opportunities to reduce your 2025 tax bill

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.

Market concerns are common, but stocks often do well despite them. We recently read two interesting, but contrasting perspectives on today’s markets. One argued that despite speculation, earnings growth and corporate resilience support staying the course...

The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.

We’re increasingly of the view that a series of disruptions are masking a very real cyclical U.S. economic slowdown underneath the surface.