What matters more than getting market forecasts right?
Inflation is rising again, interest rate expectations keep shifting, oil prices are moving around, and AI optimism is still driving market excitement. Where do these varying signals leave investors?
Dalphin Hou and Brian Arcese unpack why successful investing is less about calling the next market move and more about being prepared for a range of outcomes. Join the conversation on what inflation, interest rates and changing market expectations could mean for investors.
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Insights
13 Aug 2026
What matters more than getting market forecasts right?
Dalphin Hou and Brian Arcese unpack why successful investing is less about calling the next market move and more about being prepared for a range of outcomes. Join the conversation on what inflation, interest rates…
04 Aug 2026
MARKETS IN A NUTSHELL — FOR JULY 2026
July brought an uneasy sense of déjà vu to markets. The fragile ceasefire between America and Iran collapsed, missile exchanges resumed and the Strait of Hormuz was once again closed to traffic. Iran struck tankers…