The New Global Order

We explore the four ways that the new global economic order differs from the current order, the four policy priorities for the Trump Administration, the outlook for 2025-2026 and implications for investors.

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Traversing the Equity Style Spectrum

Investors often think about the equity market as being divided into value stocks and growth stocks. We discuss whether this is an effective way to categorize stocks and the instances of stocks moving from one category to another.

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Is the Health Care Sector Healthy?

We discuss the performance of the health care sector over the past two years and its outlook.

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The New Global Order

May 5, 2025 - 25 min read
Traversing the Equity Style Spectrum

July 31, 2025 - 10 min read
Is the Health Care Sector Healthy?

May 5, 2025 - 10 min read

Market News and Insights

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