The AI-Driven Productivity Tide May Not Lift All Boats

Published on February 23, 2026

In recent editions of Macro Signposts, we’ve emphasized how U.S. policy changes coinciding with the emergence of a new general-purpose technology (AI) may be accelerating adoption and diffusion of that technology – while also driving economic adjustments.

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Integrating Ongoing Tax Management Is Key: Cerulli Report

February 23, 2026
As investor expectations evolve, and tax awareness becomes more central to portfolio construction, active tax management has emerged as a defining feature of sophisticated investment strategies. Across both equities and fixed income, disciplined processes may help investors retain more of what they earn.

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.