Stuart Katz

This week our investment and economic commentary continue to focus on Russia’s invasion of Ukraine and the geopolitical tensions that are mounting. Our Investment Office is monitoring several macro considerations including (i) wage price inflation,

This week our investment and economic commentary focus on Russia’s invasion of Ukraine and the geopolitical tensions that are mounting. Both our Investment Office and our Chief Economist, Jeanette Garretty discuss how the invasion adds support for

This week, the Investment Office provides commentary on the global equity markets, which continue to be influenced by two primary factors: rising geopolitical risk and changing central bank policies; the historical market context and learning from

This week, our Chief Investment Officer, Stuart Katz, provides an update on recent market performance while writing about how it's time to transition from the Fed to Fundamentals. Our Chief Economist, Jeanette Garretty, discusses how the uncertainty

This week, our Chief Investment Officer, Stuart Katz, answers three questions the risk markets may be asking. Our Chief Economist, Jeanette Garretty, highlights the extremely robust job numbers that came out while keeping an eye on upcoming inflation

This week, our Chief Investment Officer, Stuart Katz, shares his insights on several factors that are driving elevated volatility with the most impactful variable being the increased hawkishness from central banks. On the economic front, our Chief