Webinar: Jackson Hole Symposium Q&A With Claudia Sahm
Following Fed Chair Powell’s Jackson Hole remarks, we hosted a timely discussion with our Chief Economist Claudia Sahm & CO-CIO […]
Fixed Income Quarterly Commentary – Q2 2025
TARIFF TURBULENCE, ECONOMY HOLDS UP Tariff policy—the announcements, reactions, and adjustments—were a defining feature of the second quarter. The country
Fixed Income Quarterly Commentary – Q4 2024
FED CUTS, BRACES FOR TRUMP POLICIES & INFLATION Macroeconomic developments in Q4’24 relieved earlier concerns about the labor market and
US Small Cap Quarterly Commentary – Q2 2026
Q2’26 Commentary Small caps made a big comeback in Q2. US equity investors rotated out of concentrated mega-cap tech companies