insights.

Superior US productivity versus Europe boosted the US dollar over the last decade, but is this long-term trend about to reverse?

The investment techniques to handle uncertainty differ from those required by rising risk: what are the implications for multi-asset investors?

President Trump sees tariffs boosting US manufacturing jobs whereas Ronald Reagan espoused free trade. What does the historical data say?  

The Q2 issue of Simply put addresses rising uncertainty that we believe merits caution rather than defensiveness in multi-asset investing. 

As macro concerns gather, our rules-based All Roads strategy adjusts, keeping stability, predictability and liquidity in mind.

The market shift to Europe from the US and to value from growth, amid an uncertain economic backdrop, underlines the value of active investing. 

Recent data shows the US economy is ending its period of exceptional growth and starting to slow down. But is a recession on its way? 

Will Trump’s trade war spark inflation? We consider 2018’s tariffs to ascertain whether the notion that tariffs equal inflation is correct.