Justin Biemann
Global Investment Strategist
Latest articles
Markets
Year-end recap: 5 forces beyond AI that moved markets
From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.By Federico Cuevas, Justin BiemannMarkets
Expansion mode: 3 signs of resilience in the US economy
Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.By Federico Cuevas, Justin BiemannMarkets
Proximity matters: 5 things to know about the US sphere of influence
The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.By Federico Cuevas, Justin Biemann