Thought Leadership

Executive Summary: The U.S. economy showed signs of continued resilience, even as government data disruptions and lingering policy uncertainty limited confidence in major economic indicators. As Congress …

Negative-earning companies in the Russell 3000 have contributed meaningfully to total market cap gains in five of the last six full calendar years. If the first 10 …

Ever since the calendar flipped to the second half of 2025, small caps have performed well relative to their larger counterparts. The Russell 2000’s 14.7% total return …

The actively managed equity portfolio offers investors access to today’s energy transition landscape PHILADELPHIA, November 4, 2025 — Glenmede Investment Management (GIM), an independently owned boutique asset …

Energy demand is rising, driven by artificial intelligence, electrification, and industrial reshoring, which are raising supply-demand imbalance and price risk. Past energy demand shifts were triggered by …

As covered in the popular financial press1, the boom in AI has led to capital expenditure (“capex”) levels not seen in recent history. Among the largest 7 …

The U.S. federal government shutdown has entered its second week, yet financial markets have largely taken the event in stride. Since the October 1 funding lapse, the …

Executive Summary Tariff volatility eased as key agreements took shape despite legal challenges. The U.S. economy proved resilient amid price pressures, though cracks began to appear in …

The FOMC’s September meeting came just a day short of the one-year anniversary of its last rate cut, a fitting backdrop to resume easing. The Committee’s decision …

Over the past several years, the Magnificent 7–Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla – have risen to dominate equity markets. One of the defining traits …