Alarm or attention?
On the surface, we’re seeing new record highs in the equity market. The S&P 500 and Nasdaq have been on impressive runs since Liberation Day. However, what’s beneath the surface could be a little more...
25 Elo 202511min
Truth vs. clickbait
In today’s digital world, financial misinformation spreads faster than ever, fueled by social media, viral trends, and even the latest AI technology. So, what’s the real cost when we act on bad inform...
18 Elo 202515min
Planning for the 2025 tax break
Big changes are here for estate and business owners. The new tax law just rewrote the rules on gifting, deductions, and more. What should you do now to protect and grow your wealth?
11 Elo 20259min
The impact of the weakening dollar
Year-to date, the USD has weakened 12% against the EUR which means European espresso costs a lot more now in dollar terms than it did just a few months ago. Why has the dollar weakened and what is the...
8 Elo 20251min
Lower Volatility, What's Next?
The Fed held rates steady once again, signaling a cautious approach as economic uncertainty remains. But as volatility fades, investors are asking, is this the time for fixed income investing?
7 Elo 202513min
Policy convergence collide
There is a new reality in Washington, but for markets and the economy, uncertainty remains. With signature moves on tariffs and taxes set to take effect, what’s next for the Fed, dealmaking, and the b...
6 Elo 202510min
Importance of independence in central banks
Emerging markets have often been at the mercy of global rate cycles. But this time, EM central banks are leading the way—tightening early, taming inflation, and now potentially preparing to ease befor...
1 Elo 202512min
Sustainable Investing - Second-Half Outlook
The first half of the year in sustainable investing has been a whirlwind—policy shifts, market volatility, and a new administration that’s put sustainability and climate change front and center. What ...
28 Heinä 202513min
