Research & News
Bi-Weekly Geopolitical Report – United Arab Emirates: An Overview (March 10, 2025)
by Daniel Ortwerth, CFA | PDF The United Arab Emirates (UAE) has been steadily gaining prominence not only in the Middle East, but throughout the world. With a growing role in finance and banking and as an investment destination, it is increasingly becoming known as the “Switzerland of the Middle East.” Our recent report on… Read More »
Daily Comment (March 10, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with a new example of the possible repercussions from today’s reordering of the geopolitical landscape — a call by Poland’s prime minister for his country to consider building its own nuclear weapons. We next review several other foreign… Read More »
Daily Comment (March 7, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently digesting the latest jobs data. In sports news, Dave Roberts and the Los Angeles Dodgers are nearing a long-term contract agreement. Today’s Comment will cover the latest developments in the trade war, the reasons behind the… Read More »
Daily Comment (March 6, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is still digesting the latest economic data. In sports news, Ole Miss pulled off an upset victory over number four ranked Tennessee. Today’s Comment will cover Europe’s decision to ramp up defense spending, the challenges in assessing the… Read More »
Daily Comment (March 5, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with some key decisions from the Chinese government’s annual legislative sessions. We next review several other international and US developments with the potential to affect the financial markets today, including a big, new fiscal stimulus program proposed in… Read More »
Daily Comment (March 4, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! The market is currently digesting the latest tariff announcements from the president. In sports news, OKC Thunder guard Shai Gilgeous-Alexander scored 51 points in the team’s recent victory, making his team the first in the competitive Western Conference to reach… Read More »
Daily Comment (March 3, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Our Comment today opens with some key observations on Friday’s disastrous summit meeting between President Trump and Ukrainian President Zelensky. We next review several other international and US developments with the potential to affect the financial markets today, including key reports on… Read More »
Asset Allocation Bi-Weekly – Tackling Long-Term Interest Rates (March 3, 2025)
by the Asset Allocation Committee | PDF In his testimony before the House Financial Services Committee on February 12, Federal Reserve Chair Powell was questioned about why mortgage rates had not declined. In response, Powell emphasized that the Fed primarily influences short-term interest rates, not the longer-term rates such as those tied to mortgages. Despite… Read More »
Daily Comment (February 28, 2025)
by Patrick Fearon-Hernandez, CFA, and Thomas Wash [Posted: 9:30 AM ET] | PDF Good morning! Markets are reacting to the latest inflation data. In sports, Steph Curry joined Wilt Chamberlain and Elgin Baylor as the only players with 45+ point games on the same date. Today’s Comment explores the factors behind the Fed’s aggressive policy… Read More »