Now More than Ever: The Case for Global Bonds

Published on July 18, 2026

As the forces shaping bond markets become more local, the opportunities become more global. From energy stress to fiscal policy to advances in AI, today’s defining market forces are likely to play out differently across regions, sectors and issuers.

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Why July is the Perfect Time for Proactive Tax Planning

July 18, 2026
For many investors and families, tax planning may become a year-end exercise squeezed into November and December. But by the time the calendar turns to the fourth quarter, many of the most effective opportunities are already limited.

A Beautiful (and Valuable) Trophy

July 18, 2026
At any rate, the value of the trophy reflects the value of gold. It’s almost certain that when they play the next World Cup in 2030, the trophy will be worth even more. Or I should say, the value of the dollar we price the trophy in will be less.