Possible shift in fixed income, inflation, and the Fed?
Treasury yields are falling, inflation concerns are giving way to growth worries, and agency mortgage-backed securities are delivering 5.75% yields with AAA ratings. As markets shift their focus, we'r...
6 Mar 202512min
Why bother investing beyond the US?
After fifteen years of dominance by US markets European and emerging markets suddenly began outperforming, with China leading the charge. Is this just a hiccup, or is it the beginning of a major shift...
5 Mar 20259min
4th quarter earnings season wrap-up
While the earnings backdrop remains solid, we think that investors should be prepared for some potential near-term volatility in markets.
3 Mar 20251min
Rick Rieder on the Fed, markets, and the economy
Two years in a row of 20%-plus market returns, AI's productivity revolution, and a fundamental shift in the relationship between stocks and bonds. How is the current landscape and policies reshaping e...
28 Feb 20250s
Trump, tariffs...and the peak of gold
As Trump's tariff plans send economic shockwaves through global markets, gold is quietly staging one of its most impressive rallies. From inflation concerns to geopolitical uncertainty, is gold tellin...
27 Feb 20259min
The ever-changing NIL landscape
Since Name, Image and Likeness (NIL) launched in 2021, there has been a flurry of activity. This year it’s estimated to be $2.5B. With all of this increased spending on NIL deals but little regulation...
26 Feb 202514min
The Now, Sustainably - Ep. 2
President Trump announced the first ever national energy emergency in the U.S. This executive order is designed to support energy production and infrastructure development, with a focus on fossil fuel...
14 Feb 20251min
AI policy, power demand and political reality
AI is driving unprecedented electricity consumption, while renewable energy's role is expanding amid White House executive orders. So, how could AI revolutionize energy efficiency, investment opportun...
12 Feb 202512min
