Evaluating Our 2025 Forecasts: Equity, Fixed Income, and the U.S. Economy

With 2025 behind us, it’s a good time to celebrate some of our better forecasts from last year while also reviewing some misses we can learn from. In our view, we got more right than wrong last year, but there were some misses among our tactical asset allocation recommendations. For the second straight year, as […]

Weekly Bottom Line

2026 is shaping up to be another wild ride as international trade policy and the November midterm elections take top billing. The upcoming Supreme Court ruling on the scope of executive authority in setting tariff policy is expected in the coming weeks, while President Trump is expected to trigger the renegotiation of the USMCA ahead […]