Mapping the markets: Macro update
In this episode, our Investment Research team explores what recent developments in tax reform, U.S. trade and fiscal policy may mean for investors.

Head to Head x Jennifer Garcia: I never cold call
Listen to our conversation with the Private Wealth Advisor and Managing Director of the Garcia Private Wealth Group at Wells Fargo on the latest episode of Head to Head.

The Takeaway: The Galactic Mean Reversion is back
Our Chief Market Strategist dives into his latest strategy note on what trade policy may mean for public equities and how investors can respond.

Tariffs, trade and taxes: An update from Washington, D.C.
Head of Public Policy Jason Cole joins the Investment Research team to analyze the post-Liberation Day path forward and what it means for investors.

Tariffs: Impact on private markets
Listen to the latest episode of the FireSide podcast.

Market Madness 2025
In celebration of college basketball’s craziest month, the Investment Research team debates their Sweet 16 of the most compelling investment opportunities today.
