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Steps Ahead

Our independent, in-depth research is intended to keep you informed about the state of the market, potential risks and opportunities, and how best to manage ever-changing environments. We are consistently tapped for our thought leadership by major media outlets including the Wall Street Journal, Barron’s, and more.

The Latest

Insights

February 5, 2025

CIO's Desk - DeepSeek and Tariff Disruption

Markets are not short on information flow these days. The steady cadence of corporate earnings, economic reports, and Federal Reserve meetings has been disrupted by news around AI innovations and new tariffs.

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Forecasts

January 21, 2025

Q1 2025 Market Perspective

As we turn the page to 2025, the year brings a new set of risks, the most prominent for U.S. investors being the direction of policy under a new president and a narrowly led Republican Congress.

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Insights

November 6, 2024

CIO's Desk - Post-Election Recap

With election results showing Donald Trump has been elected President, stocks rallied on November 6th as concerns around an uncertain election outcome were abated.

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Insights

October 30, 2024

CIO's Desk - Navigating Election Uncertainty

As we close in on a week until election day, the outcome remains highly uncertain. It seems that each of the recent presidential elections has become more important than the previous one.

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Forecasts

October 15, 2024

Q4 2024 Market Perspective

In the third quarter of 2024, equity market leadership shifted as economic conditions stabilized and investors anticipated the start of an interest rate-cutting cycle.

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