ABOUT US
Boom or Bluff? Markets are strong, but the signals are mixed. In our latest quarterly report, we share how we’re navigating the second half of 2025 with discipline, perspective and a focus on fundamentals.
What Could Go Right? The first quarter of 2025 brought a notable shift in market conditions, driven by renewed geopolitical tension, shifting policy expectations, and deteriorating investor sentiment. In this environment, it’s easy to focus on what can go wrong. But extreme pessimism often signals
Tariff Shock The long-anticipated tariff announcements have finally landed, and markets wasted no time in responding. Framed as the Trump administration’s first major shift in trade policy, the move aims to bring manufacturing back to the US, but not without ruffling feathers among key trading
