Another Tariff Curveball

Published on January 23, 2026

Investors were thrown another tariff curveball, with the U.S. administration declaring that unless a deal for the U.S. to acquire Greenland can be reached, a 10% tariff will be imposed on eight European countries (Denmark, Norway, Sweden, France, Germany, the United Kingdom, the Netherlands and Finland) effective Feb. 1.

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Taming the Hidden Hazard to Core Equity Returns

January 23, 2026
When investors think about risk in equity portfolios, the usual suspects come to mind: market risk, sector risk or maybe even macroeconomic risk. But lurking beneath the surface is a less obvious, often underestimated threat—style and factor risk.

The Big Four Recession Indicators

January 23, 2026
Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is understandably vague about the specific indicators on which they base their decisions. There is, however, a general belief that there are four big indicators that the committee weighs heavily in their cycle identification process.