FILTER BY TOPIC QUARTERLY COMMENTARY 202520242023202220212020 NEWS 202520242023 INVESTMENT RESEARCH 2025202420232022 ECONOMY, POLICY, AND MACRO 20252024 INVESTOR PRESENTATIONS Featured Apr 9, 2025 Guy Davis, CFA Understanding Tariffs Apr 9, 2025 Guy Davis, CFA Read more on our dive into tariffs and its economic impact, rationale and controversies. Apr 9, 2025 Guy Davis, CFA Featured Apr 9, 2025 Guy Davis, CFA Understanding Tariffs Apr 9, 2025 Guy Davis, CFA Read more on our dive into tariffs and its economic impact, rationale and controversies. Apr 9, 2025 Guy Davis, CFA