This summer, the stock market experienced notable volatility, reflecting a complex interplay of economic, geopolitical, and financial factors. The...

Despite common perceptions, empirical evidence shows that the stock market's performance does not strongly correlate with presidential...

A couple of years ago, we mitigated exposure to China. We identified secular and cyclical issues facing China. Though the China underexposure has...

Is the grass greener? Election year campaigns give presidential candidates the opportunity to present tax policy changes. Though the president does...

Diversification… a term often used to communicate asset allocation policy or portfolio asset class weightings. Diversification has been the primary...

The day? Monday, August 5, 2024. While having your morning coffee, you noticed the US equity markets were set for a rough opening. The futures...