Thought Leadership

For more than 40 years, technology has been the equity market’s dominant force. The sector’s weight rose from 7.0% of total U.S. equity market capitalization at the …

  Executive Summary Geopolitical tensions pushed inflation higher, though a late‐quarter U.S.–Iran agreement helped ease some market concerns, while fiscal stimulus from tax and tariff refunds helped …

    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 …

  As the world’s largest asset managers see their asset piles soar into the multiple-trillions of dollars, smaller and boutique asset managers say they can find success …

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 …