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Policy and Regulatory Commentary
In First 100 Days, Biden Maps Big Changes to Economy
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The technology, health care, industrials, and utilities sectors could be impacted by Biden's legislative agenda.
Client Experience
Advisor sponsored events in a post-pandemic world
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Before last year’s COVID-19 pandemic, we would hear about advisors getting together with some clients and prospects for arts or charity projects, or even hosting a wine tasting. But unfortunately...
Macroeconomic & Geopolitical
Five Forces in International Equities Investors May Be Underestimating
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Global Head of International Equities Justin Thomson surveys five global trends that many international equity investors may be underestimating.
Policy and Regulatory Commentary
Cooling U.S.‑Europe Trade Tensions Could Lead to Bigger Deal
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The prospects of the U.S. resolving key trade challenges with the EU have improved. The U.S. is likely to remain hawkish toward China.
Policy and Regulatory Commentary
Biden Win Might Bring Mixed Outlook for Investors
Additional fiscal stimulus likely, tax hikes uncertain.
Policy and Regulatory Commentary
Bouts of Volatility Possible as Ballot Tally Continues
Amid uncertainty, we are identifying opportunities for clients.
Policy and Regulatory Commentary
Potential Winners and Losers From Bidens Climate
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Biden's climate policies aim to create jobs, modernize critical infrastructure, and support the greening of U.S. industry.