The Market in Pictures, June 26

Our team reviews a vast amount of research and market data each week to isolate the signals that matter most. This week’s selection steps back to examine a market broadening beneath the surface: compressing mega-cap multiples, the resurgent 493, the unbreakable link...

Around the Bond Market, December 2025

On their own, bonds have been better in 2025 than in recent years. Capital appreciation across the complex may be limited from here, but the bigger story is the support this environment can lend to overall economic conditions. A few key themes that are emerging…...

The Market in Pictures, June 6

Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from rare timing setups and market breadth to the economy, earnings, and US/foreign market exposures. Enjoy!   Tariff Tantrum vs....