INVESTMENT STRATEGY BRIEF
Numerous Crosscurrents in a Resilient Economy and Market
READ | LISTEN
Artificial Intelligence: Free Markets, Bad Actors, and Economic Transformation
Market Sight | Lines
Artificial Intelligence is no longer a future concept. It is already changing how individuals work, how businesses operate, and how value is created across the economy. In this week’s Sight|Lines, we explore how competition and free markets accelerated the development of AI, the growing debate around regulation and misuse, and why we continue to believe AI has the potential to boost productivity and support long-term economic growth.
The Midterms: We Are in and Will Remain in Divided Government
Market Sight | Lines
With the 2026 midterm elections just six weeks away, investors are beginning to look beyond campaign headlines and toward the implications for markets and policy. In this week’s Sight|Lines, we discuss why divided government is likely to persist, how markets have historically behaved around midterm elections, and why the post-election policy environment may matter more than the election results themselves.
The Fed Raises Rates to Combat Inflation
Market Sight | Lines
After cutting rates six times across 2024 and 2025, the Federal Reserve reversed course this week with a 0.25% rate hike as higher oil prices and renewed inflation pressures complicated the path back to 2%. In this week’s Sight|Lines, we break down the Fed’s decision, what the latest economic projections reveal, and why higher-for-longer rates may remain a key theme for investors.
