The Meh-conomy & Matterhorn-sized risks: 12 themes for a fragmented world

 January 23, 2023 |John Stackhouse

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.

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As the U.S. hits the debt ceiling, what’s next for financial markets?

 January 20, 2023 |Atul Bhatia, CFA

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

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two people on beach looking at waves

What’s ahead for investors as economic trends change in 2023?

 January 12, 2023 |Joseph Wu, CFA

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

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Welcome to 2023 – a new addition, market updates & yearly contributions

 January 05, 2023 |Joanne Livingston
Happy New Year to all…from the office window where we are oddly looking out at the green grass poking through the remnants of snow banks. For those that are skiers, the season has yet to deliver but in the absence of that…the spring-like weather is a...
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