The IMF raised estimates of global economic growth for the first time in a year, expecting 2023 global growth to slow only slightly from 2022 levels, leaving the UK as the only major market to shrink.
Recent Insights
Why July’s consumer slowdown may be misleading – Morning Macro with Dave
July retail sales disappointed investors, but calendar shifts, auto sales comparisons, and other one-time factors suggest consumer demand remains relatively stable.
August 26, 2026
Business Wire, “Bailard names Simon Smundak, CFA, as SVP, Private Markets & Solutions, deepening its UHNW advisory bench”
Bailard names Simon Smundak, CFA, as Senior Vice President, Private Markets & Solutions, deepening its UHNW advisory bench.
August 26, 2026
Quarterly International Equity Strategy Q2 2026
Q2 saw a sharp risk-on rally as easing Middle East tensions and renewed AI-buildout conviction reversed Q1's energy shock, with non-U.S. markets—especially hardware- and semiconductor-heavy economies—leading the rebound. Given the speed of thd reversal and July's renewed volatility for both geopolitics and AI sentiment, we continue to favor staying diversified rather than tied to one theme, country, or style, while still expecting non-U.S. equities to lead over a multi-year horizon due to broad participation, attractive valuations, and structural tailwinds.
August 7, 2026
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