Witch’s Brew: Stirring up a Cauldron of Diversification
As market volatility creeps in like a Halloween chill, our team brews up five essential ingredients for building a resilient portfolio. From understanding your risk tolerance to adding alternative investments, this seasonal commentary blends spooky themes with smart diversification strategies to help investors stay grounded—no broomstick required.
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The Augmented Labor Market: AI and the Future of Work
From driverless cars to declining demand for entry-level tech roles, artificial intelligence is reshaping the labor market faster than ever. In our latest commentary, we explore how AI, demographics, and productivity trends are transforming the workforce—and what it means for investors.
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King Dollar Still Reigns: Why the U.S. Dollar’s Global Dominance Is Built to Last
As the U.S. nears its 250th birthday, one legacy stands out: the U.S. dollar’s rise to the center of the global financial system. Despite renewed scrutiny, history suggests the dollar’s dominance rests on deep structural strengths—making a sudden dethroning of “King Dollar” unlikely.
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2026 Second Quarter Market Outlook
Despite elevated geopolitical uncertainty, the economic and market backdrop entering 2026 remains largely on track. U.S. growth could surprise to the upside, supported by deferred activity, larger tax refunds, and solid underlying demand. Learn more in our latest outlook.
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2026 Annual Outlook
As we enter 2026, the U.S. economy faces a mix of structural shifts and fiscal changes—from automation and AI to retroactive tax cuts. Our 2026 Annual Outlook explores how these forces may shape growth, inflation, and market dynamics, offering insights on equity valuations, and fixed income opportunities. Discover why resilience and adaptability are expected to remain central themes for investors in the year ahead.
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