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Featured Insights
Markets & Economy
Will the Real Kevin Warsh Please Stand Up?
Short‑term calm may lead to long‑term volatility: A seeming hawk‑turned‑dove now confronts a labor market and inflation backdrop that remain far from ideal.
Markets & Economy
FOMC Update: Fed Holds Rates Steady After Three Successive Cuts
Ali Hassan shares his perspective on the Fed’s stance and the potential impact of monetary policy.
Global Equity
2026 Global Equity Outlook: International Equities Remain the Asymmetric Opportunity
Many themes that were top of mind in 2025 remain highly relevant in 2026, including the somewhat surprising resilience in the U.S. and most economies worldwide.
Risk Management
What Investors Need to Know About Markets and Macro Now
Explore current trends in equity valuations, credit spreads, and macroeconomic conditions with actionable considerations for portfolios.
Outlook
2026 Fixed Income Outlook: Uncertainty Is High, but the Margin for Error Isn’t
With credit priced for perfection, 2026 favors nimbleness and thoughtful portfolio construction, emphasizing security‑level analysis and targeted opportunities across fixed income.
Markets & Economy
An Active Investment Guide to Navigate the AI Hype
Artificial Intelligence (AI) remains the dominant investment theme, but questions persist about valuation, risk management, and long-term sustainability.
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