The Exceptional US Equity Test: Cutting Through Mounting Risks

Published on November 13, 2025

Even amid rising markets, US investors should be aware of the hazards of a fast-changing environment.

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Investors Now See Some Corporate Bonds as Safer Bets Than Government Debt

November 13, 2025
Investors are increasingly viewing bonds from large corporations like Microsoft and Siemens as safer than the sovereign debt of their home governments, a conclusion driven by a sharp contrast in fiscal management.

Marking One Year Since the Election of President Trump

November 13, 2025
It’s been one year since President Trump secured his second term, and we’re taking stock of how the economy and financial markets have performed during that time, highlighting both the wins and the challenges.