While there is room for equity markets to advance further if investors remain confident in 2026 projected earnings, the above-average S&P 500 earnings growth currently estimated for 2026 will be difficult to achieve in the “slow growth” environment portrayed...

Markets are often said to “climb a wall of worry.” If that’s so, there looks to be a lot of climbing left. Major equity markets could continue to make new highs amidst continued policy and geopolitical uncertainty, as long as trade uncertainty doesn’t...

While considerable uncertainties remain, the tariff pause has given investors room to breathe. We explain why the details associated with the tariff saga are less important than overall investment strategy, and why investors should think about their long-term...