AI-driven productivity could reshape U.S. economic growth, fiscal policy, national security, and competitiveness. Based on insights from Jim Brilliant, CFA, Co-Chief Investment Officer, this article explores America’s debt challenges—and why AI could be a powerful catalyst for the next era of growth.
May 2026 bond market outlook: resilient U.S. economy, persistent inflation risks, and rising yields amid energy shocks. Strategy favors short-duration, high-quality bonds for income as long-term rates remain vulnerable and Fed policy uncertain.
Analysis of the Russia–Iran oil shock by Jim Brilliant, CFA, Co-Chief Investment Officer, examining its physical and economic impacts versus historical oil crises, with insights on global inflation and economic stability.
Drawing on insights from Jim Brilliant, CFA, the global economic model is undergoing a profound transformation—reshaping trade, investment, and risk management. Understanding these shifts is essential for making informed investment and business decisions in a rapidly evolving environment.
An analysis by Jim Brilliant, CFA and Co-Chief Investment Officer, examining how the Price-to-Earnings (P/E) ratio interacts with interest rates and equity risk premiums to influence market valuations and investor behavior over time.
Explore Century Management’s November 2025 investment outlook, including portfolio positioning, sector expectations, and strategic insights from Jim Brilliant, CFA, and Scott VanDenBerg, CFP®, ChFC®, AIF®, CEPA®.
Everyone is debating whether today’s GPUs will remain economically useful for the 4–6 years implied by current depreciation schedules. But this debate often misses a crucial variable: The Network.
CIO Jim Brilliant, CFA, says the S&P 500’s high valuations aren’t a 2000-style bubble, supported by strong tech earnings. He sees a possible 20% correction if energy prices rise but notes resilient earnings, strong AI demand, and 2026 tax incentives supporting investment.
Just a few weeks ago, we released our Q1 2025 Market & Portfolio Update. However, given the sweeping changes announced in U.S. trade policy—namely the introduction of broad, reciprocal tariffs..
As we progress into early 2025, the global economic environment continues to evolve, shaped by factors like ongoing inflation, changing monetary policies, geopolitical tensions, fluctuations in energy markets..