On Higher Ground Global markets have been particularly news heavy this week, with the volatility index (VIX) hitting 20 for the first time since November and bond yields in the U.S. and Japan rising dramatically. The main story was that the Japanese 30-year bond yield rose 27 basis points on Tuesday, its largest one-day rise…Read more
Don’t Fight the Tide Last week we were upbeat that the market environment remains resilient and positive, even with the recent geopolitical volatility. This week, we continue to see encouraging signals about cyclicality and broadening strength. The consensus call continues to be that markets will experience a broadening out in 2026, bringing parts that have…Read more
Turn Around, Bright Eyes “Every now and then I get a little bit restless and I dream of something wild.” That’s a lyric from Bonnie Tyler’s “Total Eclipse of the Heart” (a total solar eclipse is in fact coming in August), and we can’t think of more appropriate words to describe the start to this…Read more
