What Is the Current Inflation Situation?

Published on May 16, 2025

While the CPI has dipped close to the mythical 2 percent target, core CPI remains elevated.

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Income Fund Update: Focus on Stability Amid Turbulence

May 16, 2025
We maintain a focus on resiliency as elevated yields within high quality fixed income continue to offer attractive opportunities.

India’s Power Play

May 16, 2025
So far in 2025, markets have had plenty to absorb: the Trump administration’s tariffs, Germany’s latest investment commitments, the implications of the DeepSeek moment, and escalating military conflicts (now including one on the India-Pakistan border).