Audio & Webcasts

Trump 2.0 is a hodgepodge of distinctly American political strains: the bare-knuckled nationalism and anti-elitism of Andrew Jackson, the tariff-loving protectionism of William McKinley, the small-government/pro-business policies of Calvin Coolidge, the unforgiving enemies lists of Richard Nixon, the deportation policies of Dwight Eisenhower, the manifest destiny of James Polk and the isolationism of 1914-era Woodrow Wilson. American First policies announced yesterday create risks for investors since its supply side benefits collide with its inflationary tendencies; there’s not a lot of room for error at a time of elevated US equity multiples.

This past year's market gains offer a strong foundation and the flexibility to explore new strategies moving forward. As you consider an action plan for 2025, join our investment team as they explore our Outlook and provide a range of ideas to help plan for the year ahead.

Join us for a discussion with Michael Cembalest and Monica DiCenso as they delve into the 2024 presidential election results and the potential market, investment and policy implications.

Join us for an engaging discussion as we delve into the ever-changing world of longevity science and personalized healthcare. Uncover the keys to living better, longer, and stronger, and gain valuable insights into the art of preventive medicine and late-age interventions.

Michael Cembalest takes a closer look at equities, fixed income, China, Japan, antitrust, weight loss drugs and ten surprises for 2024.

With higher interest rates, a housing shortage and a record number of young buyers, it’s a challenging time to buy a home. Recently, our senior advisors presented some practical advice on topics ranging from how to best help your children with a purchase, considerations for optimal structuring and more.