Our Ideas

Stealth Assassins
Featured : Macro Market Commentary
Stealth Assassins
Our Chief Investment Strategist, Jimmy Chang, examines the crude oil market in the wake of the killing of Iranian Major General Soleimani, and China’s unprecedented quarantine efforts against a silent assassin named 2019-nCoV.
The Warring Twenties
Featured : Macro Market Commentary
The Warring Twenties
In this month’s market update, our Chief Investment Strategist, Jimmy C. Chang, CFA, highlights a few important moments for markets during the 2010s, and discusses the potential investment drivers for the new decade.
Power to the People
Featured : Macro Market Commentary
Power to the People
Our Chief Investment Strategist, Jimmy Chang, warns investors not to overlook the surging youth vote in the U.S., as he examines the nation’s recent — and historical — economic policies and performances.
Politics of Outrage
Featured : Macro Market Commentary
Politics of Outrage
Political dysfunction in an era of populist outrage, plus the unexpected lessons learned in establishing the Smithsonian Institution, are among Chief Investment Strategist Jimmy Chang’s updates.
Back to Print
Featured : Macro Market Commentary
Back to Print
Germany’s fiscal firepower, the ECB’s monetary stimuli, an IPO withdrawal, and a euphemism for quantitative easing — all in Chief Investment Strategist Jimmy Chang’s market review this month.
Race to the Bottom
Featured : Macro Market Commentary
Race to the Bottom
This market review by Chief Investment Strategist Jimmy Chang takes a look at fiscal policies around the globe and the current low-yield environment.
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