Opinion- Page 2

Expert perspectives and commentary on markets, economics, and global events. Opinion pieces are clearly labeled and represent the views of individual contributors, not the publication.

A modern fighter jet and orbiting satellite above a financial chart on a tablet, symbolizing defense spending and investor focus.

Opinion

January 8, 2026

Defense Is Becoming a Core Portfolio Allocation—Not Just a Trade

Rising geopolitical risk is pushing investors to treat defense spending like a durable growth stream, but the sector still carries political and valuation hazards. For years, defense stocks were something many portfolios

A stock exchange trading floor with glowing bar charts showing a few tall bars dominating many smaller ones, symbolizing concentrated market gains.

Opinion

December 25, 2025

Why Narrow Market Leadership Is an Underestimated Risk

Equity indexes look resilient, but concentrated gains leave investors exposed if sentiment shifts. U.S. equity markets continue to project calm, with headline indexes hovering near highs and volatility subdued. Yet beneath that

Stacks of coins and financial market charts in the foreground with the U.S. Federal Reserve building blurred in the background, symbolizing shifting interest rate expectations.

Opinion

January 1, 2026

Markets Are Adjusting to a World of Fewer Rate Cuts

Investors are recalibrating expectations as resilient growth and sticky inflation push monetary easing further into the future. For much of the past year, global markets have traded on the assumption that interest

New york stock exchange building with american flags.

Markets Are Learning to Live With Higher Rates

Investor behavior suggests elevated interest rates are no longer the threat to equities they once were. For much of the past two years, the dominant question hanging over global markets has been

December 21, 2025

Opinion

traffic lights near white concrete building during day time

Markets Are Underestimating How Long Higher Rates Will Last

Investors are pricing a soft landing, but policy inertia and fiscal pressure suggest tighter conditions may persist. Financial markets have spent much of the year betting that interest rates will soon drift

December 21, 2025

Opinion

Opinion: The Macro Trend Defining 2025 — A Fragile Soft Landing in a Fragmented Global Economy

As 2025 draws to a close, a central macroeconomic narrative has emerged across advanced and emerging markets alike: the global economy is threading the needle between slowing growth and recession risks, even

December 16, 2025

Opinion

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