Beyond Consensus: Thoughts from the Dismal Roundtable

In this episode of "Beyond Consensus: Thoughts from the Dismal Roundtable," market strategist Rick Brink, Institutional Solutions Co-Heads Inigo Fraser Jenkins and Alla Harmsworth, and Eric Winograd, Director of Developed Market Economic Research and Chief US Economist, take stock of the US economy and investment prospects. Our experts dissect the "K-shaped" expansion and how the Fed is weighing t...

Explore AI's impact on productivity and labor markets with Rick Brink and Inigo Fraser Jenkins. The US could benefit more than others, given its industrial composition, and AI's social and political implications could be far-reaching. You'll also gain insight into the strategic implications for US equities and AI's role in shaping economic and investment outcomes. Disclosure: For Investment Profes...

In this episode we offer a cyclical and strategic take on the US exceptionalism debate. Join Rick Brink, Eric Winograd, Alla Harmsworth and Inigo Fraser-Jenkins as they assess where we are on the "mall map" of this critical investment issue. They'll share our latest insights on the US economy and Fed policy, strategic portfolio positioning, and the potential impact of AI on labor and productivity....

Tariffs. Retaliatory tariffs. Tariff pauses. In the wake of the tempest of April 2025, global investors are asking: Is the US still exceptional? We'll explore this topic on several levels. Cyclically speaking, exceptionalism still seems intact, but it's overshadowed by anti-US sentiment and structural concerns—including a heavy debt burden. At the strategic level, we'll weigh the "pro" and "con" c...