by News Room | Jan 5, 2026 | Market Update
With 2025 behind us, it’s a good time to celebrate some of our better forecasts from last year while also reviewing some misses we can learn from. In our view, we got more right than wrong last year, but there were some misses among our tactical asset allocation...
by News Room | Dec 15, 2025 | Market Update
The bull market appears poised to extend its run in 2026, fueled by ongoing enthusiasm around AI and further easing of monetary policy from the Federal Reserve (Fed). However, with valuations running high and midterm election years often bringing more volatility,...
by News Room | Dec 1, 2025 | Market Update
In our Weekly Market Commentary on November 17, we previewed our Outlook 2026 publication, due out on December 9. We highlighted several keys for markets next year, covering the U.S. economy, stocks, and bonds. This week, we broaden our preview and tease some other...
by News Room | Nov 17, 2025 | Market Update
In a year that could easily be defined by a few different words — including but not limited to tariffs, technology, or more broadly, uncertainty — capital markets have plugged along splendidly. Despite a near-bear market correction in April, the S&P 500 and U.S....
by News Room | Nov 4, 2025 | Market Update
There was no shortage of headlines on both the micro and macro levels last week. Earnings season ramped up as nearly half of the S&P 500’s market cap reported third quarter (Q3) results, including a handful of mega cap companies. Monetary policy captured most of...
by News Room | Oct 20, 2025 | Market Update
In corporate credit markets, early indicators of stress often emerge subtly — not through dramatic dislocations, but through nuanced shifts in borrower behavior and market dynamics. Much like canaries in coal mines once signaled invisible threats, and Jamie Dimon’s...
