Recent Content
Weekly Research Briefing: May Flowers
Investors are hoping that the stormy April markets will also lead to some blossoming in their May portfolios. US investors in European equities have seen many of their assets bounce back to highs, especially in German stocks and among the European financial companies.
From the Desk of Mario Giannini | Market Update
Executive Co-Chairman Mario Giannini continues discussing the global macroeconomic environment and investment opportunities arising from tariff uncertainty.
Weekly Research Briefing: Cracks Widening
Not much winning right now. The S&P 500 is -13% YTD, US small-caps -18%, and the Magnificent Seven -25%. Even long US Treasury bonds are negative YTD while the US dollar index is -9%. International stocks and Gold is where the green is this year. It didn't have to be this way.