Commentary

The Muni Brief: NYC’s Pied-à-Terre Tax

New York City is facing one of the most significant fiscal challenges in recent memory. The NYC Comptroller has projected a $2.2 billion budget shortfall for FY2026, growing to a $10.4 billion gap in FY2027 (Source: New York City Comptroller, January 2026). That is a two-year deficit of roughly $12.6 billion.

Commentary

The Hormuz Domino Effect: From Energy Shock to Food Crisis

Discover why Strait of Hormuz disruptions extend beyond oil, how supply shocks are transmitting into agriculture markets, and what third-order commodity effects may mean for portfolios.

Commentary

What Drives Returns in Floating Rate Notes?

Income rather than price is the primary driver of FRN returns. As policy rates and SOFR move, FRN coupons adjust accordingly, allowing income to rise in higher-rate environments and decline when rates fall.

Commentary

The Global Power Crunch: The New Geopolitical & Economic Frontier

Global power demand is surging, energy security is the new macro imperative and innovation across grids and generation is redefining what “secure power” means for investors.

Commentary

An Investor’s Guide to Municipal Bonds

Municipal bonds, commonly referred to as “munis,” are debt securities issued by states, cities, counties, and other state governmental entities to fund public projects.

Commentary

Private Market Access Without the Hassle

Private markets have surged to $15T, but access remains complex. We explore two ways to gain exposure to private credit and asset managers without traditional hurdles.

Commentary

Corporate vs. Municipal Bonds: Key Differences Every Investor Should Know

Compare corporate and municipal bonds, including risks, returns, and tax benefits. Learn which bond type fits your investment goals.

Commentary

Navigating Resource Equities in a Shifting Macro Landscape

Commodity markets face uncertainty from tariffs, global growth risks and geopolitics, but may show resilience. Tight supply and global stimulus support a constructive long-term outlook.

Commentary

Q2 2025 Outlook: In the Middle of the 3% Reckoning

Spending cuts, tariffs and recession risk—Jan van Eck’s latest outlook breaks down what to watch and why he’s focused on gold, bitcoin, semiconductors and India.

Commentary

Tech Investing in 2025: Emerging Trends and Market Opportunities

Gain insights into 2025’s top tech trends and market opportunities, and what experienced investors should consider for smart tech investments.

Commentary

Monthly Market Recap: Trumpmania 2.0

"Trump Trade 2.0" fueled U.S. equity and digital asset rallies, while real assets faltered under a strong dollar.

Commentary

BUZZ Investing: Election Sparks 'Trump Trade' Rally

Trump's election win spurred market optimism, driving rallies in equities, crypto, and cyclical sector.

Commentary

Tide Shifting to Support EM Local Currency Bonds

Despite recent headwinds from a strong U.S. dollar, EM local currency bonds present a compelling investment opportunity.

Commentary

AI's Impact on the Surge of Nuclear Investments: Everything You Need to Know

Explore how AI fuels nuclear investments, drives energy demand, and attracts tech giants to nuclear power.

Commentary

CLO Cheat Sheet: How to Answer Questions About CLOs

CLOs have delivered the most attractive risk-adjusted returns in fixed income over the past decade, but are often deemed 'too complex.'