Our Insights

Near-Term Resilience, Long-Term Fragility

Despite significant policy and geopolitical shocks this year, the global economy has demonstrated surprising resilience. Policy volatility has eased, AI-driven investment continues to accelerate, and growth forecasts for 2025–26 have been revised higher across the U.S., Europe, and China.

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Bad News is Good News

Can we please just get some bad economic news? Given the markets’ hyper focus on inflation data, we are entering a prolonged period of bad

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Game of Chicken

There is a lot of gloom and doom seeping into investor psychology at the moment. While much of that anxiety is well founded, some is

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