Perspective & Analysis
The opportunity set for active public equity managers appears to be improving – but we believe investors will need to be steadfast in order to reap the returns.
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.
Perspective & Analysis
We believe the economic backdrop supports optimistic earnings growth expectations and thus maintaining risk assets at strategic levels is prudent for long-term investors.
Market Commentary
Monthly Market Insights: Concerns about AI capex plus solid fundamental growth elsewhere are causing investors to shift gears at a faster rate.
Market Commentary
Quarterly Market Review and Outlook: Tariff headwinds, legislative tailwinds support our “cooling, not cratering” economic outlook.
Perspective & Analysis
Growth opportunities and implications of AI and robotics
Market Commentary
Optimism on tariff de-escalation is is alleviating some economic and market concerns.
Market Commentary
April saw Q1 Real GDP slightly shrink and the so-called fear index temporarily spike.
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