Insights

The skies above Davos were unusually cloudy during the World Economic Forum. The annual winter gathering, on the other hand, had unusual bursts of sun.

While a U.S. default is exceedingly unlikely, what are the costs of political brinkmanship for global financial markets?

The market narrative hasn’t changed much to start the year, with inflation, interest rates, and recession risks still very much front and centre. Nevertheless, there have been some developments over the past month that are worth discussing as they have...

As economic trends shift, we believe 2023 will be characterized by continued volatility and in some cases, periods of risk-on market action.