Balancing Act: Economic Policy and National Security in a Fragmenting World
Italy surprised much of the world when it became the first—and only—member of the G7 to join China's Belt and Road program in 2019. Just four years later, Italy withdrew from the initiative. The about...
12 Nov 202425min
Future-Proofing Portfolios: Taxes, Tariffs, & Government Spending
The use of economic statecraft is on the rise. With rivalries among major economies intensifying, countries are increasingly employing tariffs, sanctions and subsidies, contributing to a global realig...
8 Okt 202425min
Global Elections in Focus: The Impact on Investors and the World Economy
The "year of democracy" holds the potential to bring profound change to global politics, economic policy, and the investment environment. By the end of 2024, more than five dozen countries, accounting...
9 Sep 202424min
Investing In Cities: Private Capital's Growing Role In Urban Development
Cities have faced a host of challenges over the course of history, such as affordable housing, transportation, public safety and economic opportunities. In today's rapidly changing global economy, the...
13 Aug 202425min
Retirement at Risk: New Ideas for an Uncertain Future
In the middle of the Great Depression, President Franklin Roosevelt spearheaded the creation of Social Security, forever changing the US retirement system and how Americans think about long-term savin...
9 Jul 202429min
The Paradox of Diversification: The 60-40 Portfolio's Future
Harry Markowitz, the legendary economist and father of modern portfolio theory, has been credited with saying that diversification is the only free lunch in investing. However, his work on the efficie...
11 Jun 202425min
A Pension Comeback? The Future of Retirement in a Higher-For-Longer Regime
Millions of college students across the US graduate each spring and enter the workforce. When today's retirees entered the workforce in the early 1980s, pension plans and Social Security benefits were...
7 Mai 202425min
Minding Your Blind Spots: Investment Strategies for a New Regime
The stock market crash of 1929 was a pivotal event that rippled across the globe. The Great Crash rocked financial markets, not to mention the world economy, and proved to be a precursor to the Great ...
9 Apr 202424min
