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Research: Chief Investment Office Election Watch 2026

Our kickoff issue, 鈥淯nified government at a crossroads,鈥 examines how the 2026 midterms, amid polarization and geopolitical uncertainty, could shape markets, policy and the economic outlook.

Explore midterm election insights
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Research: Chief Investment Office Let freedom ring

From pocket device to global platform, the smartphone reshaped how we work, connect and communicate. As AI moves to the operating system layer, smartphone evolution continues. Look ahead to the future of smartphones in our latest聽250 Years of US Innovation听谤别辫辞谤迟.

Discover what鈥檚 next for smartphones
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Next Generation Report 2026 What鈥檚 on the horizon for the Next Generation?

聽Explore how the next generation is redefining stewardship, succession and legacy.

Gain the latest insights

See what these insights mean for your own portfolio

Talk to a 麻豆社 Financial Advisor
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Insights for your entire financial life

Articles and reports delivering financial guidance for life鈥檚 most important stages

Wealth planning and advice

Markets and economy

Ultra-high net worth investors

Specialized investor research

Sports & Entertainment A creative shift

If you鈥檙e in a creative industry like film, TV, art and music, get ready for the range of possibilities AI is creating. And see how see how to protect your work, wealth and legacy.

Download the reportpdf, 5 MB

Sports & Entertainment The NIL playbook

The door is open for young athletes like you to capitalize聽on one of your most valuable assets: your 鈥淣ame, Image聽and Likeness.鈥 Discover the 5 key steps.

Read the white paperpdf, 7 MB

Advanced planning Estate planning and cognitive aging

As you age, you may be more vulnerable to fraud such as identity theft, fake investments and other intimidation. See how to protect yourself and your wealth.

Download the reportpdf, 2 MB

Women and finances Wealth and the single women

Many single women enjoy having financial control but are less confident about their financial future than single men. See how tailored financial advice can help.

Download the reportpdf, 1 MB

Multicultural investors Invest to advance

See how high net worth Black, Asian and Hispanic or Latino investors have charted successful paths to wealth, and discover their continued paths to success.

Explore the findingspdf, 12 MB

Family Office Family advisory compass

Get insights, guidelines and specific examples that can help wealthy families position themselves for success over generations.

Access the insightspdf, 14 MB

Timely market commentary

Watch 麻豆社 Trending weekdays at 9:30 a.m., ET. for conversations with market experts, analysts and influencers.

麻豆社 podcasts

Stay in the know with our latest analysis on the markets, economy, trends and politics.

麻豆社 On-Air: Market Moves

麻豆社 On-Air: Market Moves

Client Strategy Office

麻豆社 On-Air: Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

29 May 2026

Talking Markets Podcast (Gold) with Aakash Doshi of State Street Investment Management

Aakash Doshi, Head of Gold Strategy at State Street Investment Management, drops by the Talking Markets Podcast to outline the investment case for gold against a backdrop of geopolitical uncertainty. Aakash weighs in on price volatility, how he sees gold demand evolving, and how the structural factors that supported the gold market run in recent years have been impacted by recent geopolitical risk factors. Host: Daniel Cassidy

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29 May 2026

麻豆社 On-Air: Paul Donovan Daily Audio 'Extending the 鈥渃easefire鈥'

Energy markets gave a cautious response to reports the US and Iran may extend the terms of the 鈥渃easefire鈥. Key approvals are missing鈥擴S President Trump wishes to think about it, which will take a couple of days. Market caution also reflects the more muted tone from the Iranian side. Energy markets need to consider a post-war environment鈥攈ow quickly production normalizes, what damage must be repaired, and what a newly empowered Iran means.

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28 May 2026

Talking Markets Podcast (AI Tech Tour takeaways) with Tony Kim of BlackRock

Tony Kim, Head of the Global Technology Team within the Fundamental Equities division of BlackRock鈥檚 Portfolio Management Group, drops by the Talking Markets Podcast to reflect on a recent two-week Asia Tech Tour, where he met with over 40 companies across the AI stack. Tony shares what stood out most from those conversations, and shares how he is framing the opportunity and timing for another emerging tech theme, quantum computing. Host: Daniel Cassidy

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28 May 2026

麻豆社 On-Air: Paul Donovan Daily Audio 'Firing, not ceasing'

In the past day, the US fired on Iran, Iran fired on Kuwait, Israel fired on Lebanon, US President Trump threatened to 鈥渂low up鈥 Oman. The US administration says the ceasefire (sic) is holding. Market reactions have been negative but muted. Investors are eyeing US domestic political pressures as grounds for expecting a resolution, in spite of Trump鈥檚 denials. Trump鈥檚 approval rating hit a new low in a recent opinion poll, and the administration is being directly blamed for higher prices.

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27 May 2026

CIO Fixed Income Roundtable Podcast Series - 2Q26 update and outlook

Hear from members of the 麻豆社 Chief Investment Office fixed income team as they provide a performance and positioning update across fixed income sub-sectors. Featured are Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, along with Senior Fixed Income Strategists鈥 Letty Zemaitis, Frank Sileo, Sudip Mukherjee & Barry McAlinden, from the 麻豆社 Chief Investment Office.

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麻豆社 On-Air: In the Now

麻豆社 On-Air: In the Now

Client Strategy Office

麻豆社 On-Air: In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else

23 Jan 2026

Washington Weekly Podcast: Davos takeaways, Greenland, Government shutdown

Shane returns to share some reflections on President Trump鈥檚 policy remarks at the World Economic Forum in Davos, Switzerland, this week. This includes a look at where the Trump administration鈥檚 pursuit of Greenland stands, and what next-steps could look like in terms of negotiations with Denmark and the broader European Union. Plus, a look at where efforts stand on Capitol Hill to avoid a partial shutdown of the U.S. government. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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12 Dec 2025

Washington Weekly Podcast: Healthcare, Defense, Congressional stock trading

As we close out the series for 2025, Shane drops by for a Capitol Hill roundup as we cover developments surrounding Congressional votes on healthcare legislation, and the National Defense Authorization Act. Plus, some thoughts on renewed bipartisan efforts to ban Congressional stock trading. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs U.S. Host: Daniel Cassidy

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02 Dec 2025

Washington Weekly Podcast: Russia-Ukraine, Venezuela, Congressional agenda

Shane drops by for a geopolitics roundup with updates on the latest developments with respect to the Russia-Ukraine War and Venezuela. We also review the priorities of Congress through year-end and into early 2026. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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06 Nov 2025

Washington Weekly Podcast: Election Day, IEEPA hearing, Government shutdown

Shane joins to update on a variety of timely topics, including the implications of potential Election Day outcomes, the prospects for an end to the ongoing U.S. government shutdown, along with the Supreme Court鈥檚 hearing on the Trump administration鈥檚 use of the International Emergency Economic Powers Act (IEEPA). Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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15 Oct 2025

Washington Weekly Podcast: Government shutdown update, US-China trade talks

Shane joins mid-week for an update on the US government shutdown, including a look at impacted services, and where negotiations stand to re-open the government. We also touch on recent developments surrounding US-China trade talks. Featured is Shane Lieberman, Senior Governmental Affairs Advisor, Governmental Affairs US. Host: Daniel Cassidy

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麻豆社 On-Air: Conversations

麻豆社 On-Air: Conversations

Client Strategy Office

麻豆社 On-Air: Conversations offers a surprising array of fresh perspective鈥攊t鈥檚 advice beyond investing, with topics that can take you anywhere

22 May 2026

2026 Planning Guide podcast

Jacqueline Denton and Matt Fecteau from the 麻豆社 Advanced Planning Group join 麻豆社 Conversations to discuss the 2026 Planning Guide, new charitable income tax deduction rules, and qualified small business stock. Host: Daniel Cassidy

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11 Mar 2026

Sustainable Investing Perspectives: Renewable energy & Infrastructure trends

A roundtable discussion on growing global demand and application trends in renewable energy and infrastructure, along with a look at technological innovations and investment considerations associated with these themes. Tiffany Agard, from the 麻豆社 CIO Investment Management Sustainable & Impact Investing team, is joined by Jay Dobson, 麻豆社 CIO Energy & Utilities Equity Strategist, and Chris Leslie, Senior Managing Director, Green Investments, at Macquarie Asset Management.

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03 Feb 2026

Sustainable Investing Perspectives: Shifts shaping portfolios in 2026

Sustainable investing is entering a new era, one where outcomes, resilience, and real-world impact sit at the center of portfolio construction. From equities to fixed income to alternatives, 2026 brings both structural challenges and compelling opportunities. Tiffany Agard and Andrew Lee, from the CIO Sustainable & Impact Investing team, share how investors can navigate these themes, where fundamentals are strengthening, and what it means to build portfolios equipped for the world we鈥檙e heading into.

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23 Jan 2026

Top of the Morning: Women and health - Challenges and opportunities

The 麻豆社 Women and health reports examines the gender health gap - what it is, and how it affects women鈥檚 lives and financial wellbeing. We discuss these topics and highlight the rapid growth over the last few years in awareness around women鈥檚 health and in the startup scene of companies try卢ing to provide solutions. Featured is Marianna Mamou, Head of Advice Beyond Investing, 麻豆社 Chief Investment Office. Host: Daniel Cassidy

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21 Jan 2026

Top of the Morning: 2026 Roth catch-up explained

Our conversation spotlights an important retirement savings change taking effect in 2026 as part of the SECURE 2.0 Act. For certain high wage earners, catch-up contributions will be required to be made on a Roth basis, which means they鈥檒l be taxed at the time of contribution rather than at withdrawal. Tune in to learn about what鈥檚 changing, why this matters, and what to do about it. Featured are Ainsley Carbone, Retirement Strategist, and Justin Waring, Head 麻豆社 Wealth Way Strategy & Solutions. Host: Daniel Cassidy

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麻豆社 On-Air: LatAm access Spanish

麻豆社 LatAm Access en espa帽ol

Client Strategy Office

LatAm Access le brinda las perspectivas y visiones de expertos, con un enfoque en los mercados de Latinoam茅rica y las tendencias globales.

27 May 2026

Crisis petrolera global: 驴puede ser el momento de Latam?

La crisis energ茅tica global est谩 generando escasez en Asia y precios m谩s altos. En este episodio de 麻豆社 LatAm Access, Alejo Czerwonko y Orlando Cabrales, presidente de Frontera Energy, analizan las oportunidades que esta crisis abre para Am茅rica Latina.

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20 May 2026

Mercados en Breve: 驴puede el arte considerarse un 鈥渞efugio鈥 relativo para su cartera?

En este episodio de Mercados en Breve, Alejo Czerwonko conversa con los coleccionistas Benedicta Bad铆a y Antonio Murzi sobre el arte como pasi贸n, refugio de valor y activo de inversi贸n

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14 May 2026

Marta Luc铆a Ram铆rez: 驴cu谩l debe ser la apuesta de Latam?

Am茅rica Latina vuelve a estar en el radar global en medio de la reconfiguraci贸n geopol铆tica y las cadenas de suministro. En este episodio de 麻豆社 LatAm Access, Alejo Czerwonko conversa con Marta Luc铆a Ram铆rez, ex-vicepresidenta de Colombia, sobre el momento que enfrenta la regi贸n y su capacidad para aprovechar esta nueva ventana de oportunidad.

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06 May 2026

Mercados en Breve: 驴es hora de volver a los tangibles?

En este episodio de Mercados en Breve, Alejo Czerwonko analiza por qu茅 los activos tangibles - commodities, energ铆a e infraestructura - est谩n recuperando protagonismo en los mercados y qu茅 implica para los inversionistas en el entorno actual.

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29 Apr 2026

Entre la IA y la guerra: 驴c贸mo navegar dos revoluciones?

En 2026 coexisten dos revoluciones con efectos distintos sobre la econom铆a global: la guerra con Ir谩n y la inteligencia artificial. En este episodio de 麻豆社 LatAm Access, Gabriela Son铆 y Alejo Czerwonko analizan c贸mo navegar este entorno y construir un portafolio equilibrado.

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麻豆社 On-Air: LatAm access Portuguese

麻豆社 LatAm Access em portugu锚s

Client Strategy Office

LatAm Access traz importantes insights de renomados especialistas nos mercados da Am茅rica Latina e tend锚ncias globais.

12 May 2026

Mercados globais e Brasil: o que explica o desempenho recente?

Neste epis贸dio, Luciano Telo, CIO para o Brasil no 麻豆社 GWM, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no 麻豆社 GWM discutem o desempenho recente dos mercados de renda vari谩vel no Brasil e no exterior, destacando como Estados Unidos, com forte contribui莽茫o do setor de tecnologia, e Brasil, impulsionado por petr贸leo e commodities, v锚m apresentando resultados consistentes apesar de composi莽玫es setoriais distintas.

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08 May 2026

ElectionWatch Brazil 2026 | Elei莽玫es no Brasil e a agenda internacional: economia global e perspectivas

Neste epis贸dio, Solange Srour, Head of Brazil Macroeconomics no 麻豆社 GWM, e D茅bora Nogueira, Senior Economist no 麻豆社 GWM, analisam os principais insights das reuni玫es do FMI e do Banco Mundial, abordando o impacto da geopol铆tica e dos conflitos globais na economia internacional e seus reflexos no Brasil, com foco em infla莽茫o, endividamento das fam铆lias e o cen谩rio pol铆tico-eleitoral recente.

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13 Apr 2026

Energia e geopol铆tica no centro do cen谩rio internacional

Neste epis贸dio, Luciano Telo, CIO para o Brasil no 麻豆社 GWM, e Ronaldo Patah, estrategista de investimentos do 麻豆社 GWM, analisam os impactos dos riscos geopol铆ticos e da alta do petr贸leo no cen谩rio local, internacional e na aloca莽茫o do 麻豆社.

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13 Apr 2026

ElectionWatch Brazil 2026 | Elei莽玫es no Brasil e o term么metro do cen谩rio atual

Neste epis贸dio, D茅bora Nogueira, Senior Economist no 麻豆社 GWM, e Victoria Roquetti, Research and Analysis Associate no 麻豆社 GWM, discutem o recente choque de energia que afetou os mercados locais, seus impactos no ciclo eleitoral brasileiro de 2026 e novas pesquisas regionais.

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17 Mar 2026

Conflito no Ir茫: o que est谩 em jogo para os mercados

Neste epis贸dio, Luciano Telo, CIO para o Brasil no 麻豆社 Global Wealth Management, e Ronaldo Patah, Estrategista de Investimentos para o Brasil no 麻豆社 GWM, falaram sobre a guerra no Ir茫, as consequ锚ncias para o mercado, e o que esperar dos pr贸ximos movimentos do conflito.

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Expiration: 2/12/2026 Review Code:聽IS4238814