Volatility and Opportunity

Published on December 26, 2024

We expect the playbook for emerging markets to be one of volatility at the start of the year, transitioning to growth and opportunity as U.S. trade policies and China stimulus plans become clearer.

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What Factors Could Help the Markets and Economy Prosper in 2025?

December 26, 2024
Happy Holidays! As the page for the new calendar year will soon turn, three cheers for a happy, healthy, and prosperous new year! With 2024 rapidly drawing to a close, we reflect on the year and all that’s transpired—our readers are wonderful, the economy remains in good shape, and market returns have been stellar for those who participate.

The US Economy’s Trust Deficit

December 26, 2024
In a complex economy, agents must rely on intermediaries – including the traditional media, government, or experts – to close information gaps, anchor beliefs, and determine equilibrium. But this process can work only if the intermediaries are trustworthy, and many Americans are not convinced that they are.