Dethroning the Dollar – Easier Said Than Done
By Tyler Ellegard, CFA® The U.S. dollar has long been the cornerstone of the global financial system — the world's primary reserve currency, accounting for roughly 58%1 of global reserves, and the…
Tariffs are so 2025 – or are they?
By Lisa Schreiber Nearly one year after “Liberation Day” — when the administration introduced sweeping tariffs on major U.S. trading partners, trade policy has taken another sharp turn. On Feb. 20,…
Geopolitical Risk and Opportunity
By Kyle Bergacker Geopolitical conflict has long influenced financial markets, but its impact today looks different than in the past. Rather than pushing the entire market higher or lower, geopolitical risk…
The Diverging Paths of the US Consumer
By Kyle Bergacker, CFA® The US consumer remains central to economic momentum, yet the picture today is more complicated than a single data point or trend can capture. While overall spending…
Bitcoin and the Bear
By Lisa Schreiber Coming into 2025, the backdrop seemed perfect for Bitcoin: expectations for multiple interest rate cuts, a more favorable regulatory landscape and growing institutional adoption created strong tailwinds. These…
Demystifying Alternative Investments
By Kyle Bergacker Alternative investments often carry an air of complexity, frequently misunderstood as exotic, overly volatile, or exclusive to the ultra-wealthy. Yet, for clients, these assets offer a compelling opportunity…
Don’t Fight The Fed
By Tyler Ellegard In financial markets, a variety of well-known aphorisms often guide investor behavior — phrases such as “So goes January, so goes the year,” “Buy low, sell high,” and “Sell in May and…
The Optimist’s Case
By Lisa Schreiber “Both optimists and pessimists contribute to society. The optimist invents the aeroplane, the pessimist the parachute.” — George Bernard Shaw In a market environment often clouded by uncertainty, the…
US Labor Market: Balancing Growth and Uncertainty
By Kyle Bergacker The US labor market has navigated a complex landscape over the past two years, balancing resilience with emerging challenges. Over the last few years, the labor market…
Momentum In International
By Tyler Ellegard After years of US stock market dominance, international stocks are staging a comeback in 2025. So far this year, international developed and emerging markets have outperformed their American…