Thought Leadership

    The 2026 Russell Index reconstitution in late June will be a notable event for the Russell 1000 Growth Index, resulting in an unprecedented level of …

The U.S. IPO market appears to be gaining momentum, but not in the broad-based way that typically defines a classic issuance cycle. Rather than a surge in …

Investors have become well acquainted with the Magnificent 7 and the outsized influence a small group of mega cap technology companies has exerted on large cap equity …

By almost any reasonable measure, the first quarter earnings season has been exceptionally strong. Entering reporting season, consensus expectations called for low double-digit earnings growth for the …

For much of the past decade, U.S. equity market returns have been driven by a narrow group of the largest companies. Capitalization-weighted indices have rewarded size, as …

After decades of expansion, backlash, and stagnation, nuclear technology is being reimagined as a critical part of the future energy landscape. While nuclear power can provide stable, …

Executive Summary: Geopolitical tensions, particularly the escalation in Iran, introduced a new source of uncertainty, though economic data remained broadly constructive with some modest signs of softening …

Gold has long maintained a distinctive role in diversified portfolios. Historically, it has functioned as a form of “insurance” by serving as a store of value, offering …

Over the weekend, negotiations between the U.S. and Iran evolved into a broader Middle Eastern military conflict. News reports state that coordinated U.S. and Israeli military operations …

The Supreme Court has ruled that tariffs imposed under the International Emergency Economic Powers Act (IEEPA) were unlawful, concluding that the executive branch exceeded its authority and …