With the third quarter (Q3) behind us, we decided to conduct a deep dive into the key factors that shaped Q3 performance. Below, we’ve highlighted what we believe to be 10 of the key takeaways.

• So

It appears the federal government is shutting down today, October 1, as Congress has failed to agree on funding legislation for the upcoming federal fiscal year. If the shutdown occurs, it will be the first one since 2019 and the 21st since 1976.

Despite a weaker end to the month, the equity market “melt-up” successfully navigated what has historically been a tricky month for equities, as represented by the S&P 500 in September (average returns -0.61%), closing out the month (

We believe that carefully selected active Exchange-Traded Funds (ETFs) may provide benefits to investor portfolios. Actively-managed ETFs have proliferated in recent years and appear to be in demand by investors. Here we discuss three common reasons

The Federal Reserve (Fed) delivered a highly anticipated 0.25% interest rate cut during its September 16-17 Federal Open Market Committee (FOMC) meeting. Fed Chair Powell said the move should be viewed as a “risk-management cut” in respon

As expected, the Federal Reserve (Fed) cut interest rates last week to take the fed funds rate down to 4.25% (upper bound). Moreover, through the release of the updated dot-plot, the Committee signaled that two more interest rate cuts could be approp

While not exclusive to alternative investment strategies (the title’s alliteration was too easy and they are significant users), using alternative data sources as part of a firm’s investment process continues to grow across all investment

The Federal Reserve (Fed) is widely expected to cut its target federal funds rate by a quarter point today. While a half-point cut is possible (markets are placing about a 5% chance on it) and adds some suspense, we think the focus for investors shou

The Oracle of RPO

Investors were positively surprised by Oracle’s (ORCL) earnings for the first quarter of fiscal 2026, released after the market closed on Tuesday, September 9; shares rose 36% the following day. However, it wasn

A key theme dominating global financial markets in recent weeks has been the general upward pressure on sovereign bond yields, particularly at the long end of government bond market curves. This move reflects a complex interplay of macroeconomic fact