Insights

Perspectives from our advisors on investing, markets, planning, and what’s worth your attention.

AI’s Expanding Footprint

AI investment is moving beyond a concentrated group of mega-cap technology companies. The next phase of the cycle may benefit semiconductors, power and utilities, industrial infrastructure, enterprise adopters, and international suppliers.

Chart of the Week: Global Bond Yields Surging

Chart of the Week: Momentum Reversal

Chart of the Week: Global Bond Yields Surging

Chart of the Week: Momentum Reversal

Chart of the Week: S&P 500 earnings estimates

2026 Midyear Market Review: A Tale of Two Quarters

The Evolving Outlook for Rates

The Brew: The 2026 IPO Class – Real Innovation, Realistic Expectations

Insights Q2 2026: What Shaped Markets in Q2 2026?

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Dated Material

Dated material presented here is available for historical and archival purposes only and does not represent the current market environment. Dated material should not be used to make investment decisions or be construed directly or indirectly,
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