Research

Market Insights

Perspectives on U.S. markets for the global investor

Market AnalysisMay 2025

Navigating U.S. Tech Valuations in 2025

As AI reshapes the technology landscape, understanding which valuations are justified requires looking beyond traditional metrics.

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Tax PlanningApril 2025

Cross-Border Tax Strategies for International Investors

Key considerations for international investors in U.S. equities, including treaty benefits and reporting obligations.

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Sector FocusMarch 2025

The Case for U.S. Healthcare Stocks

Demographic tailwinds and innovation make healthcare one of the most compelling long-term opportunities in U.S. markets.

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ComplianceFebruary 2025

Understanding FATCA: A Guide for Non-Resident Investors

A comprehensive overview of FATCA requirements and how they affect international investors with U.S. holdings.

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Investment StrategyJanuary 2025

Dividend Aristocrats: Steady Income in Uncertain Times

Companies that have increased dividends for 25+ consecutive years offer a compelling risk-adjusted return profile.

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