April 7, 2026
First Quarter 2026: AI Growth, Iran War, and Volatility
During our outlook at the start of the year, we highlighted two key themes: So far, both have played out. The economy
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March 12, 2026
U.S. and Iran Conflict: What War Headlines Mean for Markets and Investors
Over the past two weeks, major headlines have emerged from the Middle East following U.S. military strikes against Iran. Whenever
Read MoreJanuary 17, 2026
2026 Market & Economic Outlook: Becoming Hopeful Realists in an Unstable World
After several years of economic whiplash, investors enter 2026 with a familiar tension: optimism fueled by strong market returns and
Read MoreApril 16, 2019
Second Quarter Outlook 2019: Markets Surge on Fed U-Turn
After a terrible 4th quarter, stocks opened 2019 by scoring their best quarter since the financial crisis. The rebound was predominately due to a U-turn in the Fed’s monetary policy and a positive turn in U.
Read MoreJanuary 14, 2019
2018 in Review: Worst Year Since Great Recession
From a return perspective, 2018 could largely be considered the year that wasn’t. Despite a few half-hearted rallies leading into the closing day, global financial markets ended December with the worst annual returns since the financial crisis.
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