The Federal Reserve’s imperfect toolbox

 March 13, 2026 |Atul Bhatia, CFA

The U.S. central bank wields a powerful hammer with its ability to move interest rates. Despite its strength, though, we think the central bank is poorly suited to address key concerns arising from high oil prices and the rollout of AI.

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A mature but still intact equity bull market

A mature but still intact equity bull market

 February 27, 2026 |Robert Sluymer, CFA

While valuations remain a headwind, U.S. equity markets remain above key technical support levels with potential for another round of sector rotation developing heading into Q2.

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Q2 Market Wrap Up

 July 07, 2025 |Vince Boschman
Q2 Overview Global stock markets battled uncertainty this quarter with a multitude of new Tariff announcements followed up by the “One Big Beautiful Bill”, as well as some geopolitical uncertainty. Even though there were many reasons for the market to...
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