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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

March 5, 2025

CIO's Desk - Tariff Tantrum

Since taking office, the Trump administration has ushered in a slew of proposed policies that have created a level of uncertainty having an impact on markets, and on the decision making of consumers and companies.

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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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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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Insights

October 2, 2024

Investment Insights - Assessing China

Over the past decade, Chinese stocks underperformed global peers, including the S&P 500, due to earnings declines and deteriorating levels of profitability.

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