By Lisa Schreiber Markets have a way of reminding investors that no single asset class outperforms across every market environment. Recent market cycles have reinforced the importance of diversification. As investors…
By Keith Gangl, CFA® The first half of 2026 ended on a high note, with the second quarter delivering one of the strongest performances in years. The S&P 500 and Nasdaq…
By Lisa Schreiber For decades, the initial public offering (IPO) has served as a defining milestone for companies seeking access to public capital markets. Yet a new era of mega IPOs…
By Keith Gangl Wall Street has long followed the adage “Sell in May and go away,” but investors who heeded that advice this year would have missed a powerful rally. The…
By Lisa Schreiber Last week's US consumer sentiment survey, released by the University of MIchigan, delivered a striking signal about how Americans are feeling about the economy and their personal finances.…
By Keith Gangl The stock market, represented by the S&P 500, entered March in positive territory, but that changed quickly. Investors experienced a sharp pullback, what might aptly be called the…
By Tyler Ellegard, CFA® The U.S. dollar has long been the cornerstone of the global financial system — the world's primary reserve currency, accounting for roughly 58%1 of global reserves, and the…
By Keith Gangl The long-anticipated broadening of the equity market was on full display in February. January had already offered early signals of this shift, with international and small-cap stocks beginning…
By Keith Gangl The start of a new year signifies a fresh beginning, a new chapter, and renewed optimism. The stock market, measured by the S&P 500, continued its upward trajectory…
By Lisa Schreiber Nearly one year after “Liberation Day” — when the administration introduced sweeping tariffs on major U.S. trading partners, trade policy has taken another sharp turn. On Feb. 20,…