The idea that we should just focus on long-term earnings growth and forget about value and dividends? It's nuts and you can clearly see it's nuts!

Investors should assign a higher weighting to the possibility of President Trump and President Xi striking a bargain on Taiwanese sovereignty.

Whether markets' faith turns out to be well founded depends significantly on how Warsh handles rising bond-market risk. While reining in the Fed's balance sheet is a worthy long-run monetary-policy goal, now is not the time.

Despite the US economy's strong performance in 2025 which is likely to continue in 2026, it is hard to escape the conclusion that, over the medium term, Trump's decisions over the past year will expose the US to massive risks.

The global rules-based order is cracking, resulting in an increasingly complex and uncertain macro backdrop. Practitioners will need to consider information from a broader array of specialists to understand the drivers of and outlook for markets.

Investors will look back on 2025 as the beginning of the end of US exceptionalism. Practitioners must now consider geopolitics in their fundamental analysis, alongside macroeconomic and company factors.

Together, these two articles shed light on important micro and macro challenges facing the growth of ethical responsibility in investment and wealth management.

2025 will likely go down in history as one of the most eventful, action-packed years of the 21st century. Here are 20 possibilities that should help you navigate uncertainty between now and 2031.

The future that emerges after 2025 depends crucially on the worldview we choose. Lamenting the polycrisis reinforces paralysis; embracing the polytunity encourages change.