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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
July 23, 2021
by Mark Carlton, CFA®
Quarterly Market Perspective for 2Q21
Summary Stocks maintained their strong advance in 2021 by adding another 8.55% last quarter. Technology, Energy, and Real Estate led...
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July 9, 2021
by Mark Carlton, CFA®
Trademark Market Perspective for 07/09/2021
Follow-ups and New Thoughts: 1) On July 7th the 10-year Treasury traded at less than 1.30% for a short time before closing near 1.32%....
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June 3, 2021
by Mark Carlton, CFA®
Trademark Market Perspective for 06/03/2021
Follow-ups and New Thoughts: 1) Everything revolves around interest rates. On June 1st the 10-year treasury rose from 1.58% to 1.61%, and...
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