A Tariff-Centric World Takes Shape

Published on May 7, 2025

Roughly a month on from Liberation Day one thing is clear: While actual tariff numbers may not be set, markets have certainly been liberated from complacency. S

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First Quarter Gold Demand at Highest Level Since 2016

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Record gold prices drove first-quarter demand in 2025 to the highest level since 2016.

International Investing: A New Paradigm?

May 7, 2025
So what has caused such a surge in international returns versus the U.S. so far this year? Is it just short-term noise, reversion to the mean, or something more systematic? If the last few months were purely short-term noise, we will soon know, as U.S. stocks will resume dominance.