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May 13, 2025

The inevitable folly of forecasting

Predicting the future is hard.

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May 12, 2025

Monthly market commentary: April 2025

U.S. trade policy concerns lead to market volatility

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May 12, 2025

Market volatility comes and goes. Diversification remains.

In today’s tariff turmoil, barely a quarter of 2025 has passed and we’ve experienced more than enough excitement for a whole year.

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May 8, 2025

Central banks depository: May 2025

Banking on trade policy uncertainty.

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May 7, 2025

“Chimerica” consciously uncouples

That symbiotic, yet unsustainable, relationship started fraying about 15 years ago in the aftermath of the financial crisis.

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April 30, 2025

Tariffs and trade wars and bears, oh my!

Recent weeks have clearly reminded us that we always face the risk of (sometimes severe) market turbulence.

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April 11, 2025

Tariff turmoil: What's happening in the global economy?

Negotiations are in order while trade tensions between the U.S. and China continue to escalate.

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April 11, 2025

The bottom line on tariffs

What tariffs really mean for prices, profits, and portfolios—and how to talk about them with clients.

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April 11, 2025

Tariffs, uncertainty, and inflation

History has shown that staying the course often leads to better outcomes than trying to time the market.

Institutional investors