I tend to think of myself as a political economist, not a mathematical economist. Diversity, inflation, education, trade, inequality, sustainability and social change are some of the topics I am very enthusiastic about.

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CIO Alert  |  Ceasefire: Our investment perspectives

The US, Israel, and Iran have agreed to a two-week ceasefire, with Iran agreeing to open the Strait of Hormuz during this period. This is clearly a positive development and could presage a sustainable end to the conflict. At the same time, with various issues unresolved, investors should be mindful of potential risks. We believe investors should position for medium-term equity upside while diversifying portfolios with quality bonds, gold, and broad commodities.

Globe on table

CIO Alert  |  US-Iran escalation adds to geopolitical risks

The simmering US-Iran conflict escalated this weekend with the start of joint US and Israeli airstrikes across Iran, which prompted Iranian retaliation. Our base case remains that there will be only a brief disruption to the global supply of energy. Markets may be volatile over the coming weeks but would likely thereafter start to refocus on positive global economic fundamentals.

Supreme Court rules IEEPA tariffs illegal

CIO Alert  |  Markets fall amid Greenland tensions

DoJ investigation adds uncertainty to Fed leadership transition

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