Summer Sizzle: Stocks Stay Hot, Earnings Heat Up

Published on August 19, 2025

On the latest edition of Market Week in Review, Global Chief Investment Strategist Paul Eitelman recapped the stock market’s latest record-setting run. He also dug into the health of the global economy and the latest inflation numbers from the United States.

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High Yield: When Boring Is Better

August 19, 2025
Elevated yields and conservative balance sheets are helping high yield stay resilient amid trade uncertainty.

The Calculus of Value

August 19, 2025
Investment assets – things such as stocks, bonds, companies, and buildings – have a value, which is sometimes referred to as their “intrinsic value”: what the asset is “worth” at a point in time. This value is subjective. It can’t definitively be found anywhere – not even by AI, as far as I know – and opinions will differ as to what it is.