Insight on future US taxes
With the ‘One Big, Beautiful, Bill’ now signed into law, American tax policy has entered a new era. Beyond the headlines, however, what’s the real story for business owners?
25 Jul 20250s
2Q - The Summer of Earnings
2Q earnings season is underway—discover what’s driving market momentum, which themes are in focus, and what key topics investors are watching for.
23 Jul 20251min
Beyond the Bill – Tariffs, Taxes, and Trade
We’ve seen the headlines talking about what’s in the bill—now that the dust has settled, what really matters for investors and the economy? Which policies will actually move markets, and where are the...
21 Jul 202512min
Powell speaks, risk assets rally on
Markets have shrugged off uncertainty, but shifting yields, tariff talk, and fresh Fed signals suggest change ahead. From resilient risk assets to high-yield credit and defensive plays, investors have...
11 Jul 20250s
Is Brazil having its big break?
Brazil is gaining attention with structural reforms, expected rate cuts, and supportive global trends. But the key question remains - can this momentum truly be sustained?
3 Jul 20250s
The Now, Sustainably - Executive Orders
POTUS 47 administration used more executive orders in the first 100 days than any US president in the past 50 years. Tiffany Agard, CIO Sustainable and Impact Investing, breaks down the orders and how...
27 Jun 20252min
The era of AI – Ep 9 – New energy, new era
This conversation with Julia Hermann takes us beyond the headlines and into the engine room of the AI revolution. As energy demands of AI data centers rival those of entire countries, we explore what ...
18 Jun 20250s
The rise of energy demand
Whether you are powering massive data centers or making shiny new electric vehicles, electrification is a sustainable way to accommodate this rise in energy demand. What do you need to know as an inve...
16 Jun 202511min
