Commodities

Read our take on current events and their impact on commodities markets.

International

Power and AI Boost Infrastructure Investments

While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.

International

Truce in Iran: Relief but Not Resolution

While the temporary truce is welcome news, critical questions are still unanswered and the possibility for a wide range of potential outcomes for the Iran War remains.

Investments

Gold vs. Stocks as Inflation Hedge

While the S&P 500 has won over five decades, gold has dominated during periods of extreme inflation and geopolitical turmoil. Conditions and time horizon matter.

International

Geopolitical Risk is Evolving: What You Should Know

Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.

International

Emerging Markets: AI Opportunity and AI Risk

Technology has become a major driver of emerging-market stock performance.

International

What Happened to Germany's Spending Boom?

German officials announced a massive stimulus program in early 2025. The results have been underwhelming so far, but we believe the economic boost to Germany and Europe is still coming.

International

Europe's Economic Future: A Bright Spot?

While growth may slow in the near term, Europe's longer-term outlook appears to be improving.

International

Tariffs: Is the Worst Behind or Ahead of Us?

Stocks are near record highs despite rising U.S. tariffs. Why have markets seemed to shrug off tariffs lately, and will it last?

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