Market Commentary
Quarterly Market Insights: AI investment continues to power the economy and markets, but we believe the next stage depends on whether spending translates into measurable productivity gains.
Market Commentary
Monthly Market Insights: Oil volatility, AI investment, and stronger earnings expectations continue to shape market leadership and the broader valuation debate.
Market Commentary
Monthly Market Insights: Robust first-quarter results, especially from mega-cap technology, are lifting expectations and supporting equity markets, even as valuations remain full.
Market Commentary
Quarterly Market Insights: As geopolitical tensions intensify and economic signals diverge, investors face a complex landscape requiring careful positioning in the months ahead.
Market Commentary
Monthly Market Insights: The “easy” AI trade may be over
Market Commentary
Quarterly Market Insights: The investment environment entering 2026 reflects neither crisis nor euphoria, but rather a complex landscape requiring discernment and discipline.
Market Commentary
November Market Insights: Recent developments paint a nuanced picture of the current economic landscape.
Market Commentary
Quarterly Market Review and Outlook: Tariff headwinds, legislative tailwinds support our “cooling, not cratering” economic outlook.
Market Commentary
Our September Market Insights looks at how recent data may have tipped the scales on inflation vs labor weakness.
Market Commentary
In our August Market Insights, we look through the noise to put July’s data in context.
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