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Recent Insights & Research

Then and now: Market reactions to military conflicts and what they mean today

Mar 06, 2026 | Kelly Bogdanova

With the Middle East gripped in an acute crisis, it’s worth examining how prior military conflicts and significant geopolitical events impacted the U.S. stock market—and what history suggests for investors today.

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A mature but still intact equity bull market

A mature but still intact equity bull market

Feb 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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Tariffs: A revenue win—but not a deficit fix

Feb 20, 2026 | Kelly Bogdanova

After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.

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