Despite the numerous headlines around potential stagflation and recession, the U.S. economy continues to show signs of strength and stability. While growth has cooled from its post-pandemic highs, the data points to a controlled normalization. Here’s what’s happening, and what it means for your portfolio...

Despite significant market volatility and policy shifts, the U.S. economy enters a new paradigm with a solid foundation.

Stocks rose and bond yields increased amid solid labor data, trade discussions, and a high-profile objection to the reconciliation bill.

U.S. equities and bonds rose on tariff and earnings news while eyes remained on the looming passage of the new tax bill.

Japan’s equity market has posted consecutive annual gains of over 20% in 2023 and 2024 in local currency terms. Year to date, the TOPIX has outperformed the S&P 500 by approximately 8% in dollar terms, supported by a 7.6% appreciation in the yen. For investors newly seeking international diversification, is it too late to buy into the Japanese upswing? Let’s take a look.

Downgrade, deficits, and trade weighed on U.S. stocks and bonds this week.

After years of trailing U.S. markets, international equities are quietly outperforming so far in 2025. What’s driving this resurgence, and what should you do about it?

Trade tensions eased and drove an equity rally, but the Moody’s downgrade over the weekend may change the narrative.

With 4Q24 earnings on track to grow 17%, and 10 out of 11 sectors delivering positive performance, our portfolios are currently in base positioning.

While investors grapple with continued geopolitical uncertainty, we maintained the base positioning in our Global Perspectives portfolios.