Last year, markets and the economy defied gravity, climbing higher even as elevated interest rates generated heavy drag. Equities soared, duration suffered, and businesses remained remarkably healthy. Now, in 2025,
2023 emerged as a year of resilience and unexpected positive turns, defying the new normal of higher interest rates, which were expected to exert pressure on the economy and markets.
We are delighted to turn the calendar on a year that served investors a double whammy as both equities and fixed income investments suffered double digit losses. Markets are expected
2022 will be a defining point in the current market cycle. The world is finally moving past the effects of covid and entering a normalization phase for economic growth and
The roaring ’20s are back. The global response to COVID from governments and central banks hit the reset button for the global economy, and we are reentering the expansionary phase
2020 will be defined by the three C’s: Consumer, Credit, and China. The return to a prolonged period of easy money policies and idling central banks lowers the risk for
The markets hit the reset button at the end of the year. We expect the sledding to be tough this year, but that doesn’t mean that the trip is over.
The return of broad-based global economic growth last year pushed the markets to new highs. This year we expect the markets to continue the climb upwards, but the path will
2017 is shaping up to a be a year in which the future direction of politics and economic policies are decided. Click the link to read how we view the
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