July 2025 Mid-year outlook and Team News

 July 30, 2025 |Lisa Thompson Family Wealth
Mid-Year Outlook: Cautious Optimism As we move into the second half of 2025, our midyear outlook maintains a tone of cautious optimism. The Global Insight 2025 Midyear Outlook report notes that major equity markets are expected to “post new highs in the...
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Gold’s regime change?

Gold’s regime change?

 June 27, 2025 |Joseph Wu, CFA

The longstanding inverse relationship between gold and real interest rates seems to have broken down, suggesting new forces—central bank buying, geopolitical uncertainty, and portfolio diversification—have a larger role in driving demand for bullion.

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Staying the Course: Our Ongoing Approach to Market Uncertainty

 April 17, 2025 |Lisa Thompson
A few weeks ago, we shared our thoughts on how we’re proactively navigating market volatility and positioning portfolios to weather uncertainty. Since then, the flow of headlines hasn’t slowed — and neither has our focus on helping you stay on track....
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