Staying the Course: The Power of Long-Term Thinking in Volatile Markets
Sir Isaac Newton was a legendary physicist and mathematician. But even the man known for developing the theory of gravity failed to time the market. It is said that after cashing in his shares of Brit...
12 Aug 202522min
The Rise of Geoeconomics: Power Dynamics Shaping Global Markets
The House of Medici, which ruled over Florence for much of the Renaissance period, established a political dynasty with influence built on successful ventures in commerce and banking. The Medicis pred...
8 Jul 202526min
Balancing Growth, Costs, and Geopolitics in Airlines
Airlines represent one of the most challenging and complex industries in today's economy. With thousands of flights moving people and cargo around the world every day, airlines manage a "complicated l...
10 Jun 202522min
Tariffs, Sanctions & Chokepoints: Investing in an Age of Economic Warfare
Critical shipping routes around the world, from the Panama Canal to the Bosphorus Strait, hold strategic importance for global trade. As a result, these chokepoints are often caught in the crosshairs ...
13 Mai 202527min
Trading Up: How Active ETFs Revolutionized Investing
Exploring the continued evolution of the ETF landscape, fueled by rapid growth in active ETFs and an expanding universe of investment choices. ETFs, or exchange-traded funds, were born out of a need f...
8 Apr 202525min
Raising the Stakes: Investing and the Art of Risk Taking
With a standard deck of cards, there are around 2.5 million potential hands at the start of each game of poker. The key to success is in the decision process—determining how to play a hand, and how mu...
11 Mar 202522min
The New Arms Race: Supply Chains, Data, and National Security
The world's superpowers are engaging in a different type of arms race beyond the battlefield. With technology advancing at a speedy pace, a global competition for all the ingredients necessary to supp...
12 Feb 202525min
Against the Grain: Challenging Conventional Wisdom for Better Outcomes
Edward Lorenz, a meteorologist and mathematician, formulated a theory called the butterfly effect—based on a hypothetical scenario in which a butterfly, simply by flapping its wings, affects a tornado...
6 Jan 202523min
