Investment Perspectives: Middle East Conflict Updated

Geopolitical tensions push oil prices above $100, increasing volatility across equities, bonds, and credit markets.

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Capital Markets Outlook for 1Q26

We're optimistic about AI's long-term impact on productivity and profits – but real progress takes time. In this episode, we discuss why technology diffusion happens over decades, not quarters, and why the market may be getting ahead of itself on AI's timeline.

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The U.S.-China Trade War: What to Expect in 2026

We explore how U.S.-China trade tensions are shifting toward technical negotiations and selective decoupling heading into 2026. The paper also highlights the challenges the U.S. faces in reindustrialization and alliance-building, and discusses implications for investors.

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Investment Perspectives: Middle East Conflict Updated

March 9, 2026 - 5 min read
Capital Markets Outlook for 1Q26

February 3, 2026 - 30 min watch
The U.S.-China Trade War: What to Expect in 2026

December 19, 2025 - 25 min read

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