Insights from Our Team

June brought a healthy pause after the sharp spring recovery, as volatility returned and some froth came out of the market’s more speculative corners. The broader investment story remains intact, with the focus returning to earnings and selectivity....

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...

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

As summer arrives, markets are gradually moving past the stress that shaped sentiment in the spring....

And just like that, it’s as if April never happened....