our insights
Stay informed with perspectives from our investment team:
Featured
July 27, 2026
by Sam Glubka, CIMA®
The Big Stories of 2Q26
Read about the various events of the second quarter of 2026 and what to anticipate in the current state of the market.
Our Latest Insights
April 30, 2021
by Mark Carlton, CFA®
Trademark Market Perspective for 04/30/2021
Follow-ups and New Thoughts: 1) The decline in the 10-year bond yield from 1.74% on March 31st to as low as 1.53% on April 15th has done...
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April 26, 2021
by Mark Carlton, CFA®
Quarterly Market Perspective for 1Q21
Summary The stock market’s recovery continued in the first quarter of 2021 as all major categories of stocks made new highs. For the...
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March 4, 2021
by Mark Carlton, CFA®
Trademark Market Perspective for 03/04/2021
Follow-ups and New Thoughts: 1) Emerging Markets are still exciting for the long run, but surging interest rates are not helpful for this...
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