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May 21, 2026
by Sam Glubka, CIMA®
Structure Before Selection: Rethinking Where Alpha Really Comes From
Asset allocation: A phrase that consistently gets overlooked in the investment management industry. An industry that devotes an enormous amount of time and resources to security selection — whether it is manager due diligence, entry point timing, identifying stocks with breakout potential, and so on. It is where fees are justified, where broadcast programs focus, […]
Our Latest Insights
January 21, 2026
by Mark Carlton, CFA®
Quarterly Market Summary – January 21, 2026
Summary U.S. stocks added another 2.6% last quarter, bringing its full year return to 17% [1] . It was a rather subdued quarter compared to the previous three quarters, and once again international stocks performed substantially better. Investors felt a little more cautious about technology stocks last quarter as concerns grew as to whether the hundreds of billions being spent on artificial intelligence (AI) would have the kind of payoff that big tech stock prices implied. As the focus...
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December 1, 2025
by Mark Carlton, CFA®
Trademark Update November 30, 2025
End of November Market Update. The top story in November was the surge in both gold and silver. Gold is up 60.3% year-to-date and 9% so far this quarter, while silver’s gains are 94.6% and 22%.
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November 30, 2025
by Mark Carlton, CFA®
Quarterly Perspective for 3Q.25
Global stocks outpace the U.S. as the AI narrative shifts. Get the full breakdown of 3Q.25's market winners, from international surges to the latest Fed moves.
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