Global Equity Team Outlook 2025: Has U.S. Exceptionalism Peaked?

Published on February 21, 2025

Global equities ended 2024 on a strong note, driven by the continued dominance of U.S. equities, which were propelled even higher by the reelection of President Donald Trump.

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What’s Your Organization’s Investment Succession Plan?

February 21, 2025
At some point in time, the top brass that manage your organization’s investments will no longer be with the organization, whether that’s through retirement, a job change, or a change in personal circumstances. Then what?

Solving the Income Investor Dilemma

February 21, 2025
My friends like to make fun of me by taunting that I don’t like to commit to things. I’m constantly trying new hobbies. I don’t like to make plans too far in advance because something more exciting might pop up. I don’t even like to renew my car tags for more than one year.