Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
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What are the market implications of sustained conflict with Iran, from energy shocks to inflation pressures?
The severity and duration of crude oil price volatility depend upon how the conflict could impact energy infrastructure and/or shipping in the Strait of Hormuz.
An early reaction to military strikes in Iran and the implications for investors.
Ali Dibadj joins Luke Newman and Robert Schramm-Fuchs to discuss Europe’s investment outlook, risks, and underappreciated opportunities.
How interest rates, AI trends, and evolving policy dynamics are influencing the outlook for the energy and financial sectors.
Discover why portfolio structure, not bubble timing, determines resilience. Learn how equity income strategies help investors capture AI-driven growth while reducing volatility and protecting capital during downturns.
Despite strong early-2026 gains, markets continue to underestimate the scale and longevity of Europe’s defense spending cycle.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Why rational pricing and rising dispersion represent a rare opportunity for absolute return investors.
What Trump’s nomination of Kevin Warsh as the next Fed chairman could mean for markets and the future path of monetary policy.