Market Update: May 27, 2026
Markets extended their constructive tone last week, supported by resilient economic data, renewed confidence in artificial intelligence–driven earnings growth, and tentative signs of geopolitical stabilization.
Markets extended their constructive tone last week, supported by resilient economic data, renewed confidence in artificial intelligence–driven earnings growth, and tentative signs of geopolitical stabilization.
Markets navigated a more complex macro backdrop this week as resilient inflation, rising interest rates, and ongoing geopolitical uncertainty challenged the durability of the recent equity rally.
Compound interest is a powerful tool in investing that can help build wealth overtime. In this article, we will explain what compound interest is, how it works, and why it is important to start investing early.
From global crises to record market highs, the last nine decades were filled with moments that caused investors to pause. History shows, however, that those who stayed invested were often rewarded over time. This chart depicts some of the reasons investors may have sat on the sidelines, and the potential cost of those decisions.
Our Investment Team met recently to discuss several timely topics, including portfolio performance, market dynamics, and investment outlooks in light of recent economic and geopolitical developments. The team examined the impact of market volatility, inflation trends, and sector-specific shifts, with particular attention to the effects of global events and policy changes on asset allocation. The discussion also addressed the implications of rising yields, the evolving role of private credit, and the reassessment of technology and industrial sectors. Watch now to be informed about ongoing portfolio positioning and areas requiring close monitoring as market conditions evolve.
Private credit is now a $2+ trillion market, having evolved significantly since its origins in the 1990s, when it primarily focused on lending to distressed borrowers. In this article, our Investment Team shares insights on the recent media coverage surrounding growing stress within certain segments of the private credit market.
In February’s market recap, Partner | Vice President of Investments, Amaury Conti, reflects on what moved the markets last month, sharing perspective on U.S. equities, inflation, international trends, and the uncertainty during times of volatility.
Wars and geopolitical conflicts have been a constant throughout history, and recent events may prompt investors to revisit how markets have performed during these periods. The chart below highlights the S&P 500 Index levels dating back to 1927, alongside several major wars and conflicts from then until now. While uncertainty can influence markets in the short term, this long‑term view underscores the market’s resilience and reinforces the importance of maintaining a disciplined, long‑term perspective.
Join our investment team for a discussion on our 2026 market outlook, featuring bull, bear, and base case scenarios. They also revisit key themes that shaped 2025, such as inflation and AI, and explore how equity markets are positioned, highlighting where risks may lie and where opportunities may emerge.
Our third quarter investments webinar is now available! Join our Investment and Research Team as they review how we performed against our 2025 bull-bear scenarios, portfolio construction and asset allocation, as well as themes we have observed in the macro environment, equity markets, and more.