Key Points
• Stock markets often over-react, the truth mostly lives in the middle.
• We have likely begun the stagnation part of our economic reality.
•...
Most energy investors wish the Shale Revolution had never happened. Energy independence was realized through sharply higher oil and gas output. But the promise...
The headlines are still unnerving and volatility remains a worry. Many asset classes have yet to recover and countless investors fear additional losses. Fundamentals, investor positioning and sentiment are all conveying mixed signals.
The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.
There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.
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