Insights from Our Team

Markets climbed through a long list of worries to start the year. The reason why comes back to one thing: earnings are finally catching up to the hype...

Markets have begun to move on from last month’s surge in uncertainty, even as the situation remains unresolved. A familiar pattern - where volatility reflects shifting narratives more than changing fundamentals, and where a steady hand matters most....

Geopolitical tensions have rattled markets. We share perspective on what's driving volatility and why discipline matters most when uncertainty feels highest....

As we move deeper into summer, markets have largely held onto - and steadily built on - the gains since bottoming in late April....