As we wrap up 2025, what have been the biggest forces shaping the economy and what surprises might 2026 have in store? How might central bank decisions and shifting market dynamics impact investors and businesses in the months ahead? 

As we head into the last few weeks of 2025, what does the economic picture look like for business owners? How does one navigate stocks near record highs, a Fed that is cutting rates, and ongoing policy updates?

Artificial intelligence is everywhere and it’s demanding more power, more real estate, and more metal. As an investor, how should you be thinking about opportunities in and around AI?

3Q earnings season looks strong not spooky! Profits may rise10%, beating forecasts. Lower tariff risks, Fed rate cuts, and solid AI trends support our US equities upgrade. Learn more in “S&P 500 EPS: a key pillar for the bull market”.

Emerging Markets are in the spotlight. What’s driving renewed optimism in the space? Is tech the game changer? Which regions are set to lead? How can investors manage risks, and spot the next big opportunity?

Health care… from policy shifts to demographic trends, the sector is undergoing a transformation that’s capturing investor attention. As longevity becomes a defining force in global markets, why are biopharmaceuticals and medical innovation emerging as key drivers of portfolio strategy?

Curious where AI’s fuel comes from? Your attention powers the engine! Ad dollars from platforms like Meta and Alphabet drive smarter AI, making ads more effective and shaping how we spend time online.

As we enter the final quarter of 2025, how has fixed income performed, particularly with the impact of renewed Fed rate cuts? What about the housing market or mortgage rates? Where are the potential vulnerabilities? 

As the Federal Reserve enters a rate-cutting cycle, what are the potential implications for emerging markets?

The Federal Reserve’s September meeting has wrapped and investors are watching closely for what comes next. How will the Fed’s decision to cut rates impact markets and the economy? Plus, can this equity rally continue?

2Q25 earnings season is over. With profits beating estimates, what drove results, and what are our key takeaways for the second half of the year?

In the heart of New York, Central Park stays serene, and so do the markets. What explains this calm amid uncertainty, tariffs, and shifting federal spending as investors remain steady in a world full of noise and disruption?

On the surface, we’re seeing new record highs in the equity market. The S&P 500 and Nasdaq have been on impressive runs since Liberation Day. However, what’s beneath the surface could be a little more concerning.

In today’s digital world, financial misinformation spreads faster than ever, fueled by social media, viral trends, and even the latest AI technology. So, what’s the real cost when we act on bad information?

Big changes are here for estate and business owners. The new tax law just rewrote the rules on gifting, deductions, and more. What should you do now to protect and grow your wealth?

Year-to date, the USD has weakened 12% against the EUR which means European espresso costs a lot more now in dollar terms than it did just a few months ago. Why has the dollar weakened and what is the impact on the economy?

The Fed held rates steady once again, signaling a cautious approach as economic uncertainty remains. But as volatility fades, investors are asking, is this the time for fixed income investing?

There is a new reality in Washington, but for markets and the economy, uncertainty remains. With signature moves on tariffs and taxes set to take effect, what’s next for the Fed, dealmaking, and the broader outlook?

Emerging markets have often been at the mercy of global rate cycles. But this time, EM central banks are leading the way—tightening early, taming inflation, and now potentially preparing to ease before the Fed. Is this a turning point for EM assets?

The first half of the year in sustainable investing has been a whirlwind—policy shifts, market volatility, and a new administration that’s put sustainability and climate change front and center. What can we expect for the second half of 2025?