
Trump’s National Security Strategy: An investor lens
Charu Chanana
Chief Investment Strategist
Big Tech earnings week: Can the AI spending pay off?
Charu Chanana
Chief Investment Strategist
Greenland Tariffs: What happened, and how to position for the new Europe risk premium
Charu Chanana
Chief Investment Strategist
Q1 Outlook for Investors: “AI” party hangover needs discipline and diversification
Charu Chanana
Chief Investment Strategist
Geopolitics, policy shifts, AI rotation: The case for “all-weather” investing
Charu Chanana
Chief Investment Strategist
Why Defense is creeping into “core portfolio” conversations
Charu Chanana
Chief Investment Strategist
Venezuela shock: Mapping the energy complex and its winners
Charu Chanana
Chief Investment Strategist
CES 2026: Nvidia’s playbook for the next phase of AI
Charu Chanana
Chief Investment Strategist
Portfolio lessons for long term investors from 2025
Charu Chanana
Chief Investment Strategist
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