Market Perspectives

The Narrative Shifts So Far In 2025

In a recent interview, Steve Bannon, former adviser to Donald Trump, explained that the president’s strategy is to make every day…

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Investors Need to Have Their Trump Cards Ready….

Changes in the political landscape can play a varying role in our decision-making when it comes to investing in our…

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ChatGPT vs. DeepSeek: Two Generative AI Models Square Off

Investors started the week grappling with a significant shift in the Artificial Intelligence (AI) landscape. The unveiling of DeepSeek’s R1…

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Are US Tariffs A Tool Or A Goal?

Note: This article was published in November, and some of its content may be slightly outdated as it reflects the…

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IPOs to Watch in 2025

The Initial Public Offering (IPO) market is important for investors to monitor because it’s the bridge that connects private and…

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David Hay and Jeff Dicks Discuss the Economy, Markets, and Income Investing with David Lin

In a thought-provoking interview with David Lin, financial strategists Jeff Dicks and David Hay, Evergreen’s Co-CIO’s, tackle some of the…

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The Roundtable Insight – Louis-Vincent Gave and Yra Harris

This week we present an interview with Louis-Vincent Gave of Gavekal and Yra Harris, a seasoned macro-global trader and frequent…

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Will the IPO Market Build Momentum in 2025?

This time last year, we explored whether the IPO market would rebound in 2024 after several challenging years. The article…

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The Drivers Of US Inflation

In 2018, Donald Trump decreed that no one would be allowed to sell high- end semiconductors to China any more.…

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Cryptocurrencies Win Big on Election Night

Cryptocurrencies have undergone an astonishing evolution over the past 15 years. What began with Bitcoin’s (BTC) launch in January 2009…

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Behind The Bond Sell-Off

TLT.US, the long-dated US treasury ETF, is back trading below its 200-day moving average, and on current form is looking…

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Continuation Funds: A Strategic Pivot Towards Liquidity in Venture Capital

Liquidity has always been a significant challenge for early- and growth-stage venture investments. In recent years, this challenge has intensified,…

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