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Mar
2025
The U.S.-Canada Tariff War: Uncertainty Reigns for Investors
By Emmett Shiras, CFA, CAIA
The U.S.-Canada tariff war kicked off in March of 2025, with the U.S. imposing 25% tariffs on most Canadian goods and 10% on energy products, prompting Canada to retaliate with 25% tariffs on $155 billion of U.S. goods. This tit-for-tat threatens Canada’s economy with a potential GDP drop of over 3 points and 510,000+…
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Jan
2025
The Numerator Effect
By Erick Podwill
Private equity investors are familiar with the “denominator effect,” where fluctuations in broader portfolios influence private equity allocations. However, current market conditions, specifically declining distributions resulting in larger-than-expected unrealized portfolios, have created a related but different chall…
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Dec
2024
The AI Revolution: Reshaping Markets and the Economy
By Mason Sorenson
In recent months, the conversation around artificial intelligence (AI) has reached a fever pitch, with its impact on financial markets and the broader economy continuing to materialize rapidly. As with all new technologies, and especially with those that stand to revolutionize productivity and innovation so drastically…
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Abigail Glerum
Principal, Goldentree Asset Management"Exploring Opportunities in the High-Yield Credit Markets"

 

Ron Temple
Chief Market Strategist, Lazard Asset Management"Geopolitical Risks: Impact on Global Financial Markets"

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