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The Bull Market is Alive and Well
Published on July 7, 2025
The bull market is alive and well, even amid widespread talk of the “death of U.S.
exceptionalism.
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Other news
Need Income? Europe’s Commercial Real Estate Debt is Worth a Look
July 7, 2025
Investors looking for cash flow from commercial real estate may want to check out the debt side.
Mid-Year Themes
July 7, 2025
Tariffs have been the dominant theme in economic policy this year. While President Trump has long held protectionist views, his administration’s approach to international commerce has been more belligerent than was seen in his first term.