Jacob Manoukian
U.S. Head of Investment Strategy
Latest articles
- 3 reasons the banking crisis isn’t a repeat of 2008
Banking turmoil has raised concerns of a repeat of the 2008 financial crisis, but there are significant differences between now vs. thenBy Jacob Manoukian Markets
2025 Outlook update: How to parse policy uncertainty
From tariffs to technology, clashing forces are driving global markets.By Jacob Manoukian|5 minMarkets
5 thoughts on the market’s tariff tantrum
The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.By Jacob ManoukianMarkets
Threading the needle: Where markets may be mispricing trade risk
As tension grows between world’s largest economies, we explore where investors can find opportunity.By Jacob ManoukianMarkets
Are we seeing irrational exuberance in the market? We don’t think so
After last week’s jobs report, markets snapped back. We examine the underlying dynamics.By Jacob Manoukian, Audrey Weiss