Insights
Providing data-driven investment research that cuts through the noise to deliver impactful guidance
Recent Market Insights
February 2026 - All That Glitters Is Not Gold
January continued much as 2025 left off, with every asset class we track finishing the month higher. However, what began as a broad-based rally ended with a sharp reminder of how quickly speculative fervor can unwind. While the headline numbers remain impressive, market action in recent days has reinforced our theme of dispersion – across regions, asset classes, and even within the U.S. economy.
January 2026 - A Sea of Green, and What Lies Beneath
December capped a strong quarter as global equity markets again hit all-time highs. But the “sea of green” hides some key divergences across asset classes and the global economy. Rather than becoming complacent, our focus remains on positioning portfolios to capitalize on these emerging trends in the quarters ahead.
December 2025 - Peering Through the Fog
Markets stumbled in November as uncertainty grew over the overall health of the economy and whether the Federal Reserve would continue to stimulate it. The S&P 500 managed to eke out a small gain of 0.25%, extending its monthly win streak, but the pickup in volatility served as a healthy reminder that markets don’t go up in a straight line. More notable was the clear shift in leadership, as Technology moved from a leader to a laggard since the market’s peak in October.