Insights

The week’s market narrative was defined by the interaction between accelerating artificial intelligence investment and renewed monetary-policy caution. U.S. equities advanced modestly as strong technology…

After three consecutive weeks of gains, U.S. equity markets pulled back as investors contended with another surge in long-term Treasury yields, rising energy prices, and…

Markets continued their advance as evidence of moderating inflation appeared to outweigh concerns about a slowing consumer and ongoing geopolitical pressures. While major large-cap indices…

Markets delivered their strongest weekly performance since April as investors responded to a softer-than-expected employment report and growing confidence that the Federal Reserve may remain…

Our Investments Team met in July to discuss several topics shaping today's market environment. The team revisited the bull-bear scenarios published at the beginning of…

Markets ended July on a stronger footing, with equities recovering from recent volatility despite a continued rise in long-term interest rates.

Markets faced a challenging week as rising global bond yields weighed on both equities and fixed income.

Markets experienced a notable shift in leadership as a sharp selloff in semiconductor stocks weighed heavily on broad equity indices despite generally constructive economic data…

Markets navigated another week shaped by geopolitics, inflation concerns, and shifting expectations for monetary policy. Renewed tensions between the United States and Iran contributed to…

In June’s market recap, Amaury reflects on what moved the markets last month, sharing his perspective on energy markets, inflation, housing, and more.

Markets began the second half of the year on a positive note as investors looked beyond softer labor market data and focused instead on the…

Markets experienced a notable divergence, as supportive macroeconomic conditions and moderating inflation were overshadowed by a sharp rotation within equities, most visibly in mega-cap technology…