The world economy and financial markets continue to progress through the later stage of the business cycle. This is not the time to overreach with aggressive, growth cycle positioning in an attempt to squeeze out every last drop of the ‘risk-on’ trade, which can put years of rationed, prudent financial planning at risk. We caution against extrapolating the trends of the past several years in the ‘darling’ sectors – things like emerging markets, information technology, or high yield bonds.
Global markets are climbing but rising inflation, high energy costs, and cautious consumers tell a…
Shifting global markets, rising inflation and geopolitical tensions – learn more about the forces shaping…
Markets faced a shifting backdrop in March, with global tensions and economic data challenging assumptions…
February was defined by tensions, tariffs, trade talk and shifting rate paths. See how these…
anuary markets reflected shifting trade dynamics, persistent inflation, and rising global risk – all building pressure beneath…
Global markets ended 2025 on a cautious upswing, with resilient North American growth, soft demand…