As the S&P nears 6000, we are remaining cautious and globally diversified amid high levels of U.S. fiscal, monetary and economic uncertainty.
What the bond market is telling us as we finish the 1st half of 2025. By Andrew Whitney, LNW Investment Associate.
With markets likely to remain volatile for the foreseeable future, what we are keeping a close watch on. By Andrew Whitney, LNW Investment Associate.
We continue to maintain globally diversified portfolios across asset classes and geographies while seeking to enlarge our pool of managers outside the...
— U.S. GDP shrank by 0.3% in the first quarter, driven by a 41% surge in imports (which subtract from GDP growth), as consumers and business sto...
— Businesses are already trying to pass tariff costs onto customers, Fed report says. — Orders for big-ticket items like autos and appli...
The Trump administration’s tariff and trade policy has accelerated the move to a multipolar world much faster than expected, unleashing a high level...
— China rolled out non-tariff trade measures against the U.S. (in addition to 125% tariffs), including export ban on rare earth minerals and scr...
— The Trump administration lowered tariffs on U.S. electronics imports from China to 20%; also lifted the reciprocal tariffs on all other countr...
