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
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
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: Concerns about AI capex plus solid fundamental growth elsewhere are causing investors to shift gears at a faster rate.
Market Commentary
Monthly Market Insights: The “easy” AI trade may be over
Perspective & Analysis
We see no immediate catalyst to alter our slightly defensive but invested stance
Market Commentary
Quarterly Market Insights: The investment environment entering 2026 reflects neither crisis nor euphoria, but rather a complex landscape requiring discernment and discipline.
Perspective & Analysis
In a challenging environment for investors, we take a slightly conservative stance.
Preferred Life
We outline why businesses and investors with holdings in qualified small business stock-eligible companies should carefully reassess their unique situations.
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