A New Era for Federal Reserve Leadership
By TJ Klein, CFA® The Federal Reserve (Fed), the central bank of the United States, is one of the most important factors affecting the economy, markets, and investors, as it controls…
Earnings Strength, Oil Volatility and a Semiconductor Correction: Markets Prove Resilient
By Keith Gangl, CFA® The S&P 500 was essentially flat in July, slipping just 0.07%, despite a month full of potential headline risk. Oil prices swung sharply on turmoil in the…
The World of Alternative Investments
By Lisa Schreiber Markets have a way of reminding investors that no single asset class outperforms across every market environment. Recent market cycles have reinforced the importance of diversification. As investors…
Markets at the Midpoint: A Strong First Half of 2026
By Keith Gangl, CFA® The first half of 2026 ended on a high note, with the second quarter delivering one of the strongest performances in years. The S&P 500 and…
The Era of Mega IPOs Has Arrived
By Lisa Schreiber For decades, the initial public offering (IPO) has served as a defining milestone for companies seeking access to public capital markets. Yet a new era of mega IPOs…
This Year, It Paid to Stay in May
By Keith Gangl Wall Street has long followed the adage “Sell in May and go away,” but investors who heeded that advice this year would have missed a powerful rally. The…
The Mood vs. Reality
By Lisa Schreiber Last week's US consumer sentiment survey, released by the University of MIchigan, delivered a striking signal about how Americans are feeling about the economy and their personal finances.…
March Slide
By Keith Gangl The stock market, represented by the S&P 500, entered March in positive territory, but that changed quickly. Investors experienced a sharp pullback, what might aptly be called the…
Dethroning the Dollar – Easier Said Than Done
By Tyler Ellegard, CFA® The U.S. dollar has long been the cornerstone of the global financial system — the world's primary reserve currency, accounting for roughly 58%1 of global reserves, and the…
February Continues to Broaden Out
By Keith Gangl The long-anticipated broadening of the equity market was on full display in February. January had already offered early signals of this shift, with international and small-cap stocks…
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