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Results for “Tag: Market Insights“

Showing 1 to 5 of 5 results

Article

2026 Mid-Year Outlook

Resilience, Repriced Markets absorbed an equity correction, an energy shock and a sharp reset in rate expectations – then kept moving forward. Mid-Year Review Remain bullish, but do not confuse resilience with calm. Broader equity leadership and healthy earnings are encouraging; inflation and geopolitics keep the margin for error narrow. A first half defined by […]

Article

2025 Year-End Review and 2026 Outlook

Happy New Year As we usher in the new year, global financial markets have no shortage of geopolitical issues to contend with in 2026. Before we look ahead, let’s look back at 2025. The geopolitical laundry list of significant events in 2025 included the Russia–Ukraine conflict in its fourth year and Donald Trump returning to […]

Article

Tariffs, Turmoil, and Tinsel—Navigating the Holidays During Economic Uncertainty

For many, the holidays are a time to celebrate traditions, connect with loved ones, and give a little joy. But in a year marked by economic uncertainty, rising costs, and global shifts that feel far outside our control, it’s understandable if your seasonal spirit feels a little more tense. From higher prices on imported goods […]

Article

Tariffs Take Center Stage

Financial news in the first half of 2025 has been dominated by uncertainty over President Trump’s ongoing tariff negotiations with US global trade partners. Our friends at Capital Group define a tariff as a tax on goods imported from other countries. In their excellent “Guide to Tariffs” they detail various motivations for implementing tariffs on […]

Article

The Year of Transitions…Or Not.

Merriam-Webster provides the following definitions for the word “transition”: a change or shift from one state, subject, place, etc. to another a period or phase in which such a change or shift is happening something that links one state, subject, place, etc. to another. As we enter 2025, investors will face many transitions. The transition […]

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