May 2025 Research Update

Talking Shop: Volume XVII

In Volume VIII of Talking Shop, a little over two years ago, we discussed the emergence of artificial intelligence, catalyzed by the release of ChatGPT,…

March 2025 Research Update: A New Era of Uncertainty

Talking Shop: Volume XVI

The first weeks of the Trump administration have been eventful, bringing policy shifts and economic debates. While change creates uncertainty, history shows markets adapt. Each…

June 2024 Research Update:
Fixed Income Opportunities

Talking Shop: Volume XIV

For much of the last few decades, the world of bonds and other fixed income instruments has largely been a story of slow and steady…

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