Latest financial insights & resources
Our investment experts offer economic and financial insights
to balance today's market environment with long-term considerations.
ECONOMIC AND FINANCIAL MARKETS
Financial markets outlook: Second quarter 2026
Despite heightened uncertainty and recent economic shocks, markets are responding to disruptions layered over a stable economic backdrop. Chief Investment Officer Gary Pzegeo, CFA, and Head of Fixed Income Tim Musial, CFA, explain why monitoring inflation’s impact on consumer and business sentiment is crucial for early warning of a downturn, and why portfolio diversification remains essential.
PRIVATE CREDIT
Setting the record straight
Concerned about recent news in private credit? Our experts explain why fundamentals remain strong, defaults are low, and well-structured portfolios offer attractive returns and resilience. Get the facts and discover how private credit can enhance your portfolio.
MARCH 2, 2026
Iran conflict sparks market volatility
A major U.S.-Israel operation in Iran disrupted global markets, with energy prices and investor sentiment shifting as the situation unfolds.
ENERGY
Powering AI: A reckoning is coming
As artificial intelligence accelerates the digital transformation, the U.S. power grid faces a pivotal reckoning. Our experts examine whether aging infrastructure and the swift rise of renewables can keep pace with the explosive energy needs of tomorrow’s data centers.
DIGITAL ASSETS
Bitcoin’s next block
The landscape for Bitcoin is rapidly evolving, driven by two transformative developments: the introduction of Exchange Traded Products (ETPs) and the enactment of the GENIUS Act. We explore what these shifts mean for investors—revisiting Bitcoin’s investment case, its role in diversified portfolios and the balance between opportunity and risk.
ARTIFICIAL INTELLIGENCE
Temporary trend or enduring opportunity?
As artificial intelligence (AI) continues to reshape industries, investors are facing a dynamic mix of risk and opportunity. Our technology analysts examine the sectors leading this shift, the traits of companies best positioned to succeed, and why a long-term perspective may be key to navigating the evolving AI landscape.
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