Monetary Policy

Market Momentum Dominates Headlines

Ken McAtamney, Partner
Global Equity

Dominating headlines in the second quarter was the market momentum in the United States, which was largely driven by mega-cap technology amid enthusiasm around artificial intelligence (AI). While outperformance in the United States was narrowly...

The Cost of Money

The Active Share Podcast

The idea of lending with interest can be traced back thousands of years. But despite the pivotal role interest rates play in our economic structures, they continue to be misunderstood. In this episode of The...

Settling in for the Long Haul

Ken McAtamney, Partner
Global Equity

As we settle into the second quarter of 2023, we reassess our projections for the remainder of the year and analyze how these implications will affect our outlook for recession risk, central banks’ pivoting away...

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