Blogs
- March 6, 2025
Actionable Insight – New Alliances, New Technologies
Policy uncertainty, soft economic data & cracks in the US AI dominance narrative have caused US stocks to take a...
- January 30, 2025
Actionable Insight – Of Predictions and Preparedness (Part 2)
We are still in the early days of 2025, and year-end projections are already at risk. The narrative around US...
- January 3, 2025
Actionable Insight – Of Predictions and Preparedness (Part 1)
As we step into a new year, we take this opportunity to share the first part of our special two-part...
- December 6, 2024
Actionable Insight – November
US stocks continue to deliver very strong performance, recently buoyed by data indicating a strong economy as well as optimism...
- October 28, 2024
Actionable Insight – October
US stock markets took a breather after a 6-week ascent, shifting focus on to the upcoming election and its potential...
- September 24, 2024
Actionable Insight – September
The Federal Reserve has shifted its focus from solely addressing inflation to balancing inflation control with supporting employment. Inflation, as...
- August 10, 2024
Actionable Insight – August
The hike in interest rates by the Bank of Japan led to a sharp correction in USDJPY and an unwinding...