Rebalance Summary – Q3 2024

Strategy Dashboard: Rebalance Summary Q3 2024 View & Download PDF Version Money is in motion, as investors scramble to discern and align with the new macro environment. The secular stagnation era of the 2010s — defined by disinflation and low rates and driven by...

5 Minute Macro: Election Waves and Market Moves

What impact will politics have on global markets this year? Nearly half of the global population will have the opportunity to elect new leaders, ranging from Mexico’s recent shift towards progressive reforms under Claudia Sheinbaum to November’s contentious...