A Mid-Summer Update: The Middle East, AI, Fed Policy, Earnings, and Market Dynamics
In this episode we provide a mid-summer update on the Middle East, AI, inflation, Fed policy, and market dynamics. View the Investment Strategy Brief slides related to this episode here Watch the vid...
29 Heinä 13min
Possible Middle East Peace: Implications for Our Second Half Outlook
In this episode we discuss the potential for peace in the Middle East and how that is shaping our outlook for the second half of 2026. View the Investment Strategy Brief slides related to this episod...
22 Kesä 18min
Investment Strategy Brief | May 2026
In this episode we provide an update on AI, inflation, and the Market’s Narrow Path. View the Investment Strategy Brief slides related to this episode here Watch the video related to this episode her...
22 Touko 21min
Investment Strategy Brief | April 2026
In this episode we provide an update on 2026 headwinds and tailwinds, including the Middle East conflict and artificial intelligence. View the Investment Strategy Brief slides related to this episode...
20 Huhti 16min
Investment Strategy Brief | March 2026
In this episode, we discuss the U.S./Israel - Iran war and some tactical considerations, as well as four scenarios to move towards an off-ramp to peace. View the Investment Strategy Brief slides rela...
18 Maalis 22min
Investment Strategy Brief | February 2026
In this episode we continue our discussion around our outlook for 2026 and AI optimism, including some early evidence that market performance is broadening, even amidst pockets of volatility around so...
19 Helmi 16min
Investment Strategy Brief | December 2025
In this episode we discuss the resilience of the current environment, the risks for a market pullback, and the opportunities ahead as AI improves productivity. View the Investment Strategy Brief slid...
18 Joulu 202515min
