Thought Leadership

Equity markets have staged a dramatic rally since their early April lows, leaving many investors with portfolio allocations meaningfully above target levels. The standard course of action …

  After eight consecutive years of underperformance by small-cap stocks relative to large caps, many investors are questioning when or even if this investment paradigm will shift. …

After eight consecutive years of underperformance relative to their large cap peers, some investors are questioning the utility of U.S. small cap equities for a diversified portfolio. …

Bob Dylan wrote his song at a time when society was grappling with deeper political and societal issues than the optimal allocation of investment portfolios. Investors today, …

The long-awaited “One Big Beautiful Bill Act” (OBBBA) has completed its long journey through Congress and was signed into law by the President last week. To meet …

Executive Summary Aggressive trade policy shifts and geopolitical tensions dominated headlines in Q2, but the U.S. economy remained remarkably resilient despite considerable uncertainty. The Federal Reserve held …

The United States has joined the conflict in the Middle East, bombing three nuclear installations in Iran over the weekend. While forecasting the trajectory of geopolitical conflict …

The House of Representatives passed the One Big Beautiful Bill (OBBB) on May 22nd, advancing the reconciliation process to the Senate where it may undergo further revisions. …

Each year of the 2020s has featured market volatility driven by distinct catalysts. In 2020, COVID-19 fears dominated markets. Volatility subsided in 2021 but remained elevated around …

The contours of a new “U.S.-U.K. Economic Prosperity Deal” were announced last week, marking what could be the first of many more trade agreements to come. Key …