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
March 3, 2017
by Mark Carlton, CFA®
Market Perspective for March 3rd, 2017
So far this has been a great year for investors. The US stock market was up 5.6% year-to-date through February and overseas markets are...
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January 24, 2017
by Mark Carlton, CFA®
Quarterly Perspective for 4Q16
Summary The U.S. stock market rallied to new highs last quarter. Investors appeared to be nervous leading up to the election, but...
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January 10, 2017
by Mark Carlton, CFA®
Market Perspective for January 10th, 2017
The first week of 2017 is in the books and this is what we learned: Foreign stocks really like it when the U.S. dollar stops rising....
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