Roundtable Perspectives

For the last two years, the AI trade felt unusually straightforward. Own the companies spending the most, building the most data centers, and buying the

Many investors approach portfolio construction as if there is a correct answer waiting to be found. How much belongs in stocks? How much should stay

For most investors, a sustained closure of the Strait of Hormuz would mean one thing: higher oil prices. That is the obvious conclusion, but not

For much of the past decade, one investment philosophy dominated discussions about portfolio construction: passive investing. Following the global financial crisis, low interest rates, stable

Escalating conflict involving Iran has pushed oil prices sharply higher and injected a new dose of uncertainty into global markets. Oil recently surged over $100