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Decades of globalization have led to the developed world relying more on foreign nations, sometimes with competing interests. The pandemic and recent geopolitical events have shifted attention to the challenges inherent in an increasingly connected world. As nations – and companies – reconsider their cross-border relationships, how does this impact

Rates The FOMC voted unanimously today to increase the federal funds target rate to a range of 0.75 – 1.00%. This outcome was widely anticipated by markets and had been foreshadowed by Chairman Powell in April. The 50 basis point rate increase marks a departure from recent Fed behavior, in

Rates A new rate hiking cycle has begun with today’s decision by the FOMC to increase the federal funds target rate by 25 basis points to a new target range of 0.25% to 0.50%. This outcome was widely expected. The decision was not unanimous, as one Committee member, St. Louis

▪ After weeks of escalating tensions, the Russian military invaded Ukrainian borders ▪ Russian President Putin is trying to strong-arm the West into revisiting post-Cold War security arrangements with Europe ▪ As risk assets decline and emotions run high, investors should be cautious about making drastic portfolio changes Overview Prior

OVERVIEW 2021 was another challenging and disruptive year for public health and global trade. Despite pandemic-driven dislocations, supportive government policies propelled most economies and “risk assets” higher. With the potential for recent tailwinds to become headwinds, how should investment portfolios be positioned going forward? Key themes in 2022 Enduring economic

Rates The FOMC unanimously voted to keep the federal funds target rate unchanged within the 0.00% to 0.25% range. This outcome was widely expected by market observers. The Committee gave support to investors expecting a March liftoff in rates, noting that “it will soon be appropriate to raise the target

2021 Highlights As the Covid-19 Pandemic enters its third year it continues to be a dominant force in the global economy, causing new waves of infection and varying levels of restrictions around the globe. However, global growth staged a recovery in 2021, buoyed by vaccine rollouts, ultra-easy monetary policy, fiscal