Insights

Markets navigated another week shaped by geopolitics, inflation concerns, and shifting expectations for monetary policy. Renewed tensions between the United States and Iran contributed to…

In June’s market recap, Amaury reflects on what moved the markets last month, sharing his perspective on energy markets, inflation, housing, and more.

Markets began the second half of the year on a positive note as investors looked beyond softer labor market data and focused instead on the…

Markets experienced a notable divergence, as supportive macroeconomic conditions and moderating inflation were overshadowed by a sharp rotation within equities, most visibly in mega-cap technology…

Markets generally demonstrated resilience, recovering from early volatility as investors balanced rising inflation pressures, evolving geopolitical developments in the Middle East, and continued strength in…

Wishing all fathers, grandfathers, and father figures a day of celebration and appreciation. Happy Father's Day!

Who is actually running your wealth management firm? When private equity or a foreign sovereign wealth fund acquires a firm, the people making decisions for…

With the 2026 FIFA World Cup now underway, global markets and a global sport intersect in a way that offers a useful framework for investors.…

Markets generally demonstrated resilience, recovering from early volatility as investors balanced rising inflation pressures, evolving geopolitical developments in the Middle East, and continued strength in…

In May’s market recap, Amaury reflects on what moved the markets last month, sharing his perspective on equity markets, inflation, the SpaceX IPO, fixed income…

Markets experienced a notable shift in tone this week as stronger-than-expected economic data challenged the prevailing soft-landing narrative and prompted a reassessment of monetary policy…

Some nights sport hands you a metaphor too clean to ignore. Saturday was one of those nights. What can the San Antonio Spurs vs. Oklahoma…