A ‘Warsh’ Out at the Fed

Published on June 26, 2026

New Fed Chair Kevin Warsh is already reshaping policy communication by reducing forward guidance, questioning the dot plot’s future and emphasizing real-time data, potentially increasing Treasury market volatility.

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JPMorgan’s Lake Exits, Setting Up New Race to Succeed Dimon

June 26, 2026
JPMorgan Chase & Co. named Troy Rohrbaugh and Doug Petno co-presidents as the abrupt departure of consumer banking chief Marianne Lake marked another twist in the race to succeed Chief Executive Officer Jamie Dimon.

AI Is a Secular Growth Unicorn

June 26, 2026
AI is both a foundational technology and the ultimate replacement product, which we believe explains why it has attracted unprecedented levels of capital and why the investment opportunities are so compelling.