Last Week
How the U.S. Government Shutdown Hits the Strategist Desk
October 14, 2025
The U.S. government shutdown is entering its third week, raising concerns about economic momentum and market volatility.
After the Cut: Global Allocation for a New Rate Regime
The Fed’s shift toward easing marks an important turning point for global markets.
Investment Themes for a Rapidly Changing World
Defense budgets are at records, trade barriers are rising, and governments are prioritizing security over efficiency.
Private Markets Outlook - Navigating a Global Market Reset
Private markets are entering a new phase of recalibration and opportunity.
The Fed’s Labor Market Dilemma
July’s jobs report missed expectations, but the real story is in the sharp downward revisions to previous months, pointing to softening labor demand. We break down what this means for the Fed, rate cuts, and the markets ahead.
Political and Policy Pressures on the Fed
Julia Hermann explores new sources of pressure on Fed policy, including a broader spectrum of policy uncertainty, political scrutiny, and the market recovery.
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