Why Today’s Environment Favors Mortgage-Backed Securities

Published on February 23, 2026

It can sometimes be hard to tell whether the US housing market is hot or cold. Currently, existing-home inventory is tight and prices are stable—indicators of a hot market—while sales volume is down and home price appreciation has slowed. So, what’s the temperature?

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Eight Takeaways from the Supreme Court’s Tariff Ruling

February 23, 2026
While the Court did not explicitly order refunds to be paid — instead sending that decision to the lower courts — by some estimates this decision opens the door to potentially as much as $175 billion in tariff reimbursements to U.S. importers.

Of Bots and Men—Investing in the Age of AI

February 23, 2026
Investment strategy is never easy, but we have started this year with a remarkable confluence of shifting factors: technological, economic and geopolitical. Understanding how they will play out and interact becomes crucial to asset allocation.