Hormuz Reopening Won't Mean Immediate Normalization
Broken supply chains will need time to heal.
More Supply Chain Stress
Conflict is exposing the fragility of global networks.
Helium Is Elementary
A light element has a heavy industrial need.
The Quest for Energy Independence
Energy scarcity is back, and its consequences may endure.
A New Chapter
The Iran conflict has changed the paths for inflation and central bank actions.
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Fertilizers And Food At Risk
Energy is not the only interrupted commodity.
China's Exposure To The Persian Gulf
Deeper partnerships create deeper fault lines.
AI: Vibe Coding and Vibe Shifting
Advancements in artificial intelligence aren't always well-received.
Tariffs: A Lost Year
A long-form review of what tariffs have accomplished and what may be in store.
China’s Export Run Continues
Chinese firms continue to lean on exports.
AI Is Placing Stress On Water Supplies
Can water supplies keep pace with data center growth?
The EU's Energy Situation Remains Unsettled
Gas imports have been a lifeline for Europe.
Is Another Great Moderation At Hand?
by Carl Tannenbaum, Chief Economist, Northern Trust Today's global conditions do not match the ideal setup of the…
The World Depends On Wealth Effects
Satisfied investors have anchored consumption.
2026 Global Investment Outlook: Resiliency with Complexity
Our investment team analyzes the key market trends that could impact investors’ portfolios.