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Key Takeaways For the past few quarters, this Capital Market Review has focused primarily on stocks, particularly how diversification has returned as international and smaller U.S. companies have outperformed large-cap technology stocks. While diversification continues to benefit portfolios, it is...
Key Takeaways Stock markets started the first half of the year at a strong pace. While investors continue to debate trade policy, elections, geopolitical risks, and interest rates, corporate America has largely continued to execute. Earnings growth has remained strong,...
Most people assume good companies produce good stock returns. Over long periods, that often proves true. However, over shorter periods, and even sometimes lasting years, strong businesses can underperformwhile other areas of the market surge ahead. Recent markets can provide...
Key Insights The first quarter was marked by diverse market drivers, including geopolitical risks in Venezuela and Iran, volatility from White House commentary, Supreme Court decisions on tariffs, and the divide between AI winners and losers. By the end of...
As a director of research and an investment advisor, writing quarterly commentaries can sometimes be a difficult task. There are only so many ways to say that large U.S. technology companies continue to lead the market. Investors should focus on...
