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Takeaways from the fourth-quarter earnings season made it clear that the investment engine behind artificial intelligence is accelerating…
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The new calendar year starts with a favorable macro backdrop for financial assets.
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Take a look at some of the major themes we are watching as we enter 2026.
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The Federal Open Market Committee (FOMC) lowered rates in December for the third consecutive meeting after standing pat…
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Many of us have heard the phrase “the four most dangerous words in the English language are ‘this…
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Two indicators that we pay regular attention to are the total assets in money market funds and the…
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September started off with volatility as the markets grappled with historically poor seasonality on one hand and continued…
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By Bill Hornbarger, Chief Investment Officer
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By Tristan Detzel, CFA, Advisory Portfolios Strategist U.S. equities ended last week broadly higher, supported by optimism over…
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By Jack Kraft, CFA, Vice President, Investment Strategist Stocks continued further into record territory last week amid strong…
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By Bill Hornbarger, Chief Investment Officer Three Things to Watch Trade and geopolitics will be closely watched this…
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By Bill Hornbarger, Chief Investment Officer Three Things to Watch There are five U.S. Federal Reserve (Fed) speakers…
