Analysis & Insights
Expert commentary, market analysis and strategic insights from the investment professionals at Wealthy Asset Management informed by deep institutional experience and a commitment to non-consensus thinking.
The Research
Macro thinking, trade structuring, risk management and market outlooks — drawn from deep institutional experience.
Analysis
After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court's important ruling.
Tax strategies
Tips to help prevent an unexpected bill during tax season—and strategies to consider if you receive one.
Analysis
The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.
Analysis
Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.
Analysis
Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this "Great Narrowing" should be top of mind for investors.
Analysis
Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China's policy stance, economic fundamentals and equity market implications to find answers.
Analysis
U.S. stocks powered through tariff turbulence on the way to all-time highs. But it's only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.
Your finances
Want better financial health in the year ahead? Try these four things.
Analysis
Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.
Analysis
Key themes have the potential to shape economic developments and drive certain sectors for decades to come.
Analysis
After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.
Analysis
Stock and bond market returns face high hurdles in 2026, but we think the former should be given the benefit of the doubt.
Stay Informed
Our analysis reflects the same discipline we bring to every mandate — rigorous, independent and built for the long term.
