Frank Kelly’s Geopolitical Week Ahead | November 24, 2024

France’s fragile coalition government faces a no-confidence vote, G7 foreign ministers meet to discuss Ukraine and Israel, Putin travels to Kazakhstan, and Washington’s favorite parlor game of “Who is Getting Which Nomination?” goes full-throttle.

Read more

Market Essentials | November 6, 2024 edition

Markets got it right. David Bianco discusses why.

Read more

Blog

Timely perspective, fresh insight and actionable ideas, brought to you in an engaging and intellectually stimulating approach.

27-Oct-24 Blog

Frank Kelly’s Geopolitical Week Ahead

By: Francis (Frank) J. Kelly

Could there finally be a ceasefire in Gaza? Indian Prime Minister Modi makes a historic visit to Ukraine, and Central Bankers gather in Jackson Hole.

Politics
20-Oct-24 Blog

Frank Kelly’s Geopolitical Week Ahead

By: Francis (Frank) J. Kelly

This will be an extremely busy and particularly important week, both geopolitically and for global markets.

Politics
18-Oct-24 Blog

Market Essentials | October 18, 2024 edition

By: David Bianco

Ok, It’s Finally Decision Time…
30-Sep-24 Blog

Currency Hedging: how has it worked and how might it work going forward?

By: Jason Chen
29-Sep-24 Blog

Frank Kelly’s Geopolitical Week Ahead

By: Francis (Frank) J. Kelly

Hezbollah’s leader Nasrallah is dead leaving markets and world leaders asking, “What happens now?” The U.S. vice presidential candidates to debate as U.S. dockworkers prepare to strike, and Mexico inaugurates a new president.

Politics
20-Sep-24 Blog

Market Essentials | September 20, 2024 edition

By: David Bianco

The Fed refills the punchbowl and David’s head is spinning.

CIO View