Insights
March 2026 Market Recap
05/13/2026
Market Recap
Economic data released in March reflected a strengthening macroeconomic backdrop, steady inflation, and a shifting labor market. However, arising global conflict disrupted the outlook for ...
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The Quality Factor: Why Resilience Matters
02/26/2026
Market Perspective
Key Takeaways Quality stocks have delivered superior risk-adjusted returns across nearly three decades, outperforming a majority of the most well-known factors such as value, growth, ...
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December 2025 Market Recap
02/04/2026
Market Recap
As corporate earnings remained resilient and the U.S. Federal Reserve (the Fed) implemented two additional interest rate cuts, the S&P 500® Index marched to new ...
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November 2025 Market Recap
12/23/2025
Market Recap
The slightly positive return of the S&P 500® Index during November masked a volatile month. After advancing 0.19% from the start of the month through ...
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High-Priced Holiday Season
12/12/2025
Market Perspective
It’s Beginning to Look a Lot Like (an Expensive) Christmas In 2025, despite simmering concerns surrounding global trade, equity markets continued to find new all-time ...
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