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
December 28, 2017
by Mark Carlton, CFA®
Trademark Market Perspective for 12/28/17
Bonds made a move lower over the last couple of weeks most likely in response to the apparent inevitability of the new tax law lowering...
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November 15, 2017
by Mark Carlton, CFA®
Market Perspective for November 15th, 2017
The global stock markets seem “tired” right now. It has been a very good year, with the S&P 500 up around 17% with dividends included...
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October 18, 2017
by Mark Carlton, CFA®
3Q17 Quarterly Market Perspective
Summary The stock rally continued into summer as the S&P 500 tacked on 4.48% in the third quarter. That brings the year-to-date gain...
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