Episodes

There are a lot of interesting businesses overseas but, with over a decade of strong performance from U.S. equity markets, non-U.S. equities have been virtually ignored in client allocations.

Energy is the lifeblood of the economy, and a hot-button topic for the election. What could the November outcome mean for EVs, wind and solar energy, the Inflation Reduction Act, and even the gas pump? Jay Dobson, CIO Energy and Utilities Sector Strategist, weighs in.

With the geopolitical tensions on the rise, what does the landscape now look like for international markets? Why does this matter for your portfolio?

Still the question remains - Is the US economy slowing and reaccelerating? For business executives, they have to make strategic and operational decisions in an uncertain environment. How does the economic trends differ to them? Why does that matter?

For Q1 of the S&P 500, there were 20 all-time high closes year-to-date. We haven’t seen momentum across equities like this since back in 2021. So where do equities go from here?

One year after the banking crisis, the US Presidential election presents financial services with three lines of risk. Bradley Ball, CIO Equity Strategist, US Financials at UBS, shares how the November outcome could affect the banking sector.

The presumptive presidential candidates, former President Donald Trump and President Joe Biden, are ramping up their campaigns. David Rubenstein, Co-Founder of The Carlyle Group, discusses the implications for the economy and financial markets.

Filed your taxes yet? Like most Americans, you likely have or are fairly close to it. Do you feel there is a wealth disparity in the US – in other words, are the most wealthy individuals paying their “fair share”?

Admiral Mike Rogers, who served as Director of the National Security Agency when President Biden was VP, and then under former President Trump, discusses what this election means beyond borders - as the race coincides with a tense, and quickly evolving geopolitical landscape.

After many of you are paying damages to the IRS on April 15, investors like yourselves are now more painfully aware of their costly tax liabilities than ever. Why does this matter now?

Water is in your coffee, your sewage and... artificial intelligence. Water is a critical and scarce resource. So how could it affect the economy across multiple sectors and is there a way that you could invest in it?

Emotions run high during election years but shouldn’t impact your investments. Apollo Lupescu, Vice President at Dimensional Fund Advisors, shares how elections are linked to markets and why it’s so critical to let data lead in investment decisions.

Energy transition is a hot topic right now. The shift from fossil fuels to renewable energy sources in an effort to reduce CO2 emissions may be the definition of what everyone is thinking. But, in the expanding space, why does this matter?

Frank Kelly, Founder & Managing Partner at Fulcrum Macro Advisors LLC and Senior Political Strategist at DWS breaks down the current state of the 2024 United States primary elections.

How do you engage the next generation of investors? Effective communication, financial literacy and sharing family values are all certainly great starting points. How does a family help the next-gen navigate a potentially complex world?

Mixed data points have made it very difficult to anticipate the Fed’s next move. While the market is now better aligned with Fed projections, are there any risks to the Fed’s path ahead? You are probably wondering, what’s the next move?

As we wrap up Women’s History Month, it got us thinking about the financial power of women, which is significant. Women have certainly been making strides in owning their worth, we have to ask, how far have we come and where are we headed?

Take a 30,000 foot view of the market and you'll see the world of investing seems quite large. Small caps are growing, and getting bigger all the time. While large caps are generating most of the noise, small caps are buzzing in background.

Remember the space race in the 1960’s? Well, fast-forward to 2024 and we have different countries going back to the moon. Why are they spending all this money to do so? What’s the point of it? And why should you care?

Chief Investment Office called the most House View - “The next stage.” The next stage refers to the evolution of the Artificial Intelligence trade in Q2 and central banks starting to cut rates in Q2. What does all that mean?

The outcome of US Presidential elections have mattered to the performance of emerging market equities and bonds. We looked at the last 8 cycles of elections, and found 3 channels of influence by which US elections influences emerging market

As new laws become effective and old laws phase out, investors should be mindful about how these changes may potentially impact their respective tax situations. Today we’ll provide some top ideas for you to keep top of mind.

As we stand on the brink of an Artificial Intelligence driven revolution, we are witnessing a shift in the world of software: the declining cost to create products, services, and businesses. Why does that matter to you?

With the direction of US taxes hinging on the election outcome, Ainsley Carbone, Total Wealth Strategist, CIO Americas, weighs in on what a Trump or Biden win could mean and how you can manage future liabilities either way.