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independent thinking®

Volume 54

Change can be fast and dramatic: deglobalization, new wealth, AI and fiscal policy

independent thinking®

VOLUME 55

Staying the Course in a Changing World

Blog

Heating Up: Investing Amid AI and Geopolitical Uncertainties

April 7, 2026

Long-Term Gains: A Good Problem but a Problem Nonetheless

April 7, 2026

Current Conflicts: Connecting the Dots

April 7, 2026

News

Q1 2026 Market Outlook

April 6, 2026

Sean Brady Promoted to Partner

March 4, 2026

2025 Market Review and Outlook

January 15, 2026

Video

Market Review and Outlook

Investing in Private Equity