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Investor Brief: Are We Losing the Plot?
At its June meeting, the Federal Open Market Committee (FOMC) voted unanimously to hold the federal funds rate steady in a range of 3.5% to 3.75%.
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Investor Brief: Countdown to Launch
We recently wrote an Investor Brief on the widely anticipated potential SpaceX initial public offering (IPO) (based on recent filings and media reports; IPO timing, size, and structure remain subject to change based on market conditions and regulatory review).
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Investor Brief: Give it to Me Strait
As of May 1, 2026, the United Arab Emirates (UAE) has formally withdrawn from OPEC and OPEC+, ending nearly six decades of membership.1 On its own, that’s a notable development: a major producer stepping away from coordinated supply management in pursuit of greater flexibility. Coming on the heels of the functional closure of the Strait...
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Investor Brief: Are IPOs a Mission to Mars or Grounded on Takeoff?
An initial public offering (IPO) is the process by which a privately held company first offers shares to the public and begins trading on a public stock exchange. While IPOs often attract outsized attention and headlines, they are best understood as a capital markets transaction, not a guaranteed investment opportunity.
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Investor Brief: Private Credit
Separating headlines from fundamentals.  
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Investor Brief: Understanding Market Reactions to Recent Global Events
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Investor Brief: Tariff Policy in the Spotlight Again
On February 20, 2026, the Supreme Court struck down the core of the Trump administration’s tariff program.
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Investor Brief: Musical (Fed) Chairs
President Trump’s January 30, 2026, announcement nominating Kevin Warsh as the next Chair of the Federal Reserve (Fed) marks a meaningful development for monetary policy and the broader economic landscape. Warsh, who served on the Federal Open Market Committee (FOMC) Board during the global financial crisis, has historically been viewed as an inflation hawk and...
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2026 Market Outlook: The Fed, Interest Rates, AI, and More
What’s Up, Fed? As we look forward to a new year, it’s worth reflecting on the rather remarkable one we’ve just experienced. The global stock market (as measured by the MSCI All Country World Index) is on track to deliver double-digit returns. The global bond market (as measured by the Bloomberg Global Aggregate Index) is set...
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Investor Brief: It’s Giving…Gratitude
With Thanksgiving already upon us and a new year just around the corner, it’s the perfect time to pause and appreciate what we have. This is particularly important for investors, since it’s so much easier to focus on what could go wrong rather than what has gone right. With markets in positive territory for the...
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