Forward thinking from our leaders and experts.
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Global equities, as measured by the MSCI ACWI Index, finished in positive territory in the third quarter of 2025.
In recent quarters, we predicted the political and policy environments could get quite interesting.
A summary of our key perspectives.
Risk assets continued their ascent during the third quarter.
North America cuts rates while others stand pat.
August 2025 monthly market commentary.
Our monthly market commentary for July 2025.
A surprisingly sharp downward revision in U.S. job growth enhances the likelihood that the FOMC will reduce the federal-funds rate.
Global equities, as measured by the MSCI ACWI Index, rose sharply during the second quarter of 2025.
Businesses, households, economists, central bankers, and investors are firmly in wait-and-see mode.
