If markets have taught investors anything in recent years, it is to expect the unexpected.

December was broadly a risk-on month, though performance varied by region; looking back, 2025 was a year full of surprises – and one best navigated by patience.

Technology disruption always feels magical the first time you experience it.

October monthly commentary: Gold’s strength emerges from the intersection of two powerful forces: the transition from tightening to easing, and the erosion of faith in other safe havens.

Markets have entered a phase in which fundamentals and sentiment seem increasingly disconnected.

The most common question we hear today is: “What do you think about markets here?”

Stock markets rallied during most of July, driven by renewed enthusiasm that tariff rates will be much lower than some had feared.

Markets bounced broadly in June, led yet again by the familiar rallying cry of US exceptionalism.

Markets bounced in May, amid mounting risks.

While global equity markets began April under pressure from ongoing macroeconomic challenges, they managed a modest recovery by month-end.