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Advised Retail Program

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Helicopter view of the New York City skyline and the The Trump Building in Lower Manhattan, New York.
Chart in Focus Elections Asset allocation Advised Retail Program Diversification Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: Is the “Trump trade” real?

Is this "Trump trade" real？In this latest edition of Chart in Focus, we compare market's reactions to Trump's re-election and his 2016 election, and share our observations.

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Multiple authors

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3 min
Article
2025-11-29
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1132714724
Chart in Focus Growth Equity Advised Retail Program Market commentary Article iStrat Tactical allocation
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: Can this equity bull market last?

Can this current equity bull market last? In this latest edition of Chart in Focus, we focus on the indicators of whether it may come to an end or keep running.

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Multiple authors

event
3 min
Article
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
155152960
Economic cycle Interest rates Portfolio strategy Advised Retail Program iStrat Active management Article Chart in Focus
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: What does the rate cut mean for equities and bonds?

Are rate cuts positive? On the heels of the much-anticipated initial Fed cut, in this article we look to historic precedent for where the markets could go in the coming months.

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Multiple authors

event
3 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
155152960
Active management Growth Equity Macro and market Advised Retail Program Asia advised retail USA Wealth Article Chart in Focus
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: Broadening earnings growth signals healthy US equity market

Over the past year, the markets have seen the companies best poised to harness and benefit from new innovations within artificial intelligence rewarded accordingly.  Can this signal more upside for the entire US equity market?

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By

Nick Samouilhan, PhD, CFA, FRM

Alex King, CFA

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3 min
Article
2025-07-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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