Shifting Gears Through Economic and Market Cycles
In our new commentary, Shifting Gears Through Economic and Market Cycles, we draw a parallel between the Tour de France and the journey of the economy and markets—both marked by steep climbs, sharp turns, and long stretches of endurance. The commentary explores the evolution of economic cycles and highlights how recessions, bear markets, and recoveries shape investor behavior and long-term strategy. Read now to stay ahead of the curve!
Read More
Risks Recoil as Stocks Rebound
In our Mid-Year Market Outlook, we explore how markets have staged a sharp rebound—despite headwinds from rising tariffs, persistent inflation concerns, and global tensions. While some risks have receded, we also spotlight where we see opportunity on the horizon.
Read More
Middle East Conflict Intensifies
In this commentary we discuss this weekend’s U.S. bombing of Iranian nuclear sites which has increased geopolitical tension. Futures markets have responded with measured caution. While risks remain, history suggests staying diversified and focused on long-term goals is the best course for investors.
Read More
Navigating Uncertainty: Market Perspectives on the Israel-Iran Conflict
In this commentary, we discuss the Israel-Iran conflict, the potential market implications, and how investors should navigate this uncertainty by staying disciplined and diversified, along with being focused on the long-term.
Read More
2025 Annual Outlook - The Great Moderation: Riding a Wave of Economic Stability
This coming year could end up being known as the “Great Moderation” as we predict we’ll see inflation, interest rates, labor market, economic growth, and stock and bond returns all moderating. Rising volatility is also present heading into the new year, along with the chance of a stock market correction – although this is not a bold prediction, as corrections typically happen most years. Diversification will be a key strategy toward navigating through 2025.
Read More