Market Update | Iran war update Key Points: The war in Iran continues, with equity markets grinding a little lower and oil prices a little higher in the three weeks since our last update. There have been some positive developments on the supply side, with some tanker traffic being permitted to cross the Strait of Hormuz and a ramp-up in Saudi Arabia’s East-West oil pipeline. Asian economies remain the most exposed to higher energy prices and supply shortages, with the US eco

Key Points: • AI adoption is accelerating and for good reason, it has gotten a lot better over the past two years. • We think prospects...

Key Points: Global birth rates are declining toward below-replacement levels, with advanced economies already experiencing working-age...