Quarterly Insights

Tuesday, 04/18/2023

In this issue: Artificial intelligence (AI) has captured the world’s attention following the November launch of OpenAI’s generative AI chatbot ChatGPT. Microsoft (MSFT), which has a 40% stake in OpenAI, is preparing to challenge Alphabet's (GOOGL) search dominance. Unreliable output, copyright infringement risks, and concerns about content liability could slow the adoption of AI.

Saturday, 11/19/2022

In this issue: Crypto Meltdown, Year in Review.

Monday, 08/15/2022

In this issue: Midterm Elections, The Fed's Tough Job, Summer Rally Fades, Prioritizing Price Stability, Will Corporate Earnings hold up?

Friday, 05/06/2022

In this issue: Bear markets and Recessions, Navigating a Soft Landing, Stocks Enter Bear Market, Bond Market Volatility Soars, Have markets Priced in a Recession?

Sunday, 02/06/2022

In this issue: Market Brief, Economy, Equity, Fixed Income, Alternatives, Disclosures.