Thought Leadership

The 2026 midterm elections are now in the rearview mirror, and the balance of power in Washington has shifted. Democrats appear to have secured majorities in both …

Executive Summary The Federal Reserve raised interest rates as inflation pressures persisted, while geopolitical tensions and shifting trade policy complicated an otherwise resilient economic backdrop. Long-term Treasury …

    Goals-based investing is a simple idea: a portfolio succeeds not when it beats a benchmark in a given year, but when it delivers the highest …

Last week’s strong nonfarm payrolls print for August, rebounding from its negative print in July, is best interpreted as a confirmation that the labor market is experiencing …

The 2026 midterm elections are beginning to attract investor attention, and for good reason. Control of Congress will influence the legislative agenda during the final two years …

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 …