Market Insights
11 min
Putting Tariffs and Turbulence into Historical Perspective
11 April 2025
Our chief economist explores the historical use of tariffs, potential unintended consequences, and their relevance in today's complex global economy. He offers insights and considerations to navigate shifting trade dynamics and policy impacts.
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Strategist's Corner
Strategist's Corner
Strategist's CornerTechnological Evolution and Financial Cycles: How AI Fits In
31 October 2025A look at the evolution of financial cycles and excesses, and a framework for understanding today’s AI investment boom.Strategist's CornerSpotting Unseen Risks in Portfolios
22 October 2025A look at the challenges of identifying hidden risks in investment portfolios, likening them to undetectable health crises.Strategist's Corner7 minAs the Paradigm Shifts, Liquidity is Here to Stay
19 September 2025History teaches us that governments struggle to rein in liquidity once it’s been unleashed. We’re entering a new paradigm in which tangible fixed investment is replacing financial engineering. In this new environment, the disruption of profit pools may advantage active managers.
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Week in Review
Week in Review
Strategist's Corner
Strategist's Corner
Technological Evolution and Financial Cycles: How AI Fits In
31 October 2025
A look at the evolution of financial cycles and excesses, and a framework for understanding today’s AI investment boom.
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Strategist's Corner
Spotting Unseen Risks in Portfolios
22 October 2025
A look at the challenges of identifying hidden risks in investment portfolios, likening them to undetectable health crises.
Strategist's Corner
7 min
As the Paradigm Shifts, Liquidity is Here to Stay
19 September 2025
History teaches us that governments struggle to rein in liquidity once it’s been unleashed. We’re entering a new paradigm in which tangible fixed investment is replacing financial engineering. In this new environment, the disruption of profit pools may advantage active managers.