The Post-Powell Transition: As Jerome Powell’s tenure as Federal Reserve (Fed) chair draws to a close, markets are beginning to look beyond the familiar playbook that has guided monetary policy for much of the past decade. A likely transition t

With April behind us, we conducted a deep dive into exchange-traded fund (ETF) flows over the month and year-to-date (YTD) periods. Flows measure the net movement of cash into and out of investment vehicles, such as mutual funds and ETFs. We analyzed

Gold’s behavior since the escalation of conflict in the Middle East has been, at first glance, counterintuitive. Periods of geopolitical stress typically push investors toward gold as a safe haven. Instead, gold prices have struggled to gain an

In Q1 2026, I stepped into the role less of an interviewer and more of an investigator, sitting across the table from 35 portfolio management teams covering mutual funds, ETFs, and SMAs in large cap growth, large blend, and large value. Each team was

In investing, the goal is to find assets that appreciate. That can be accomplished in different ways. One way is to find businesses that aren’t growing very fast but can be purchased at a low enough valuation that the investment can perform wel

The sharp rebound from the March lows has pushed most major equity indexes back to record highs. This upside momentum has been fueled in part by signs of de-escalation with Iran and growing expectations that the Strait of Hormuz could reopen soon. Wh

With big tech earnings season kicking off in earnest this week, investors will split their attention between analyzing the latest signals on artificial intelligence (AI) spending plans and the seemingly never-ending peace negotiations with Iran (alon

With the proverbial ceasefire negotiation can kicked down the road for the second time in a week, the U.S. and Iran remain in a stalemate over the Strait of Hormuz. While equity markets have bounced back this month, seemingly moving on to the more up

The “American Industrial Renaissance” is an investment theme investors and allocators alike have probably been pitched several times, or at the very least heard about. Supply chains for manufactured goods have evolved to become more compl

With several high-profile initial public offerings (IPOs) expected in 2026, many investors may be wondering whether buying a stock on its first day of trading is a smart move. Historically, stock performance in the first year post-IPO has been a mixe