Insights
Providing data-driven investment research that cuts through the noise to deliver impactful guidance
Recent Market Insights
March 2026 - from AI to Iran - Navigating Market Disruptions
A confluence of negative events caused the S&P 500 to sell off in February, while “safe havens” like Treasuries and gold rallied. Markets are grappling with a tension: near-term tail risks have risen, and investor positioning has become stretched. At the same time, leading indicators suggest global growth is reaccelerating. That combination suggests vulnerability to a pullback, but also the foundation for the next rally.
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.