The second quarter is winding down and what a quarter it has been with the S&P 500 up 12.6% quarter to date, while the Nasdaq-100 and Russell 2000 are both up over 20%. Despite some twists and turns, the path of least resistance for stocks broadl

As client portfolios have grown in complexity —incorporating a mix of active and passive strategies, multiple managers, and a heightened focus on tax efficiency—the structure used to implement those portfolios has become increasingly impo

Following last weekend’s announcement of a deal between the U.S. and Iran to bring the war in the Middle East to an end, markets rallied and oil prices dropped. This reaction is logical given that elevated oil prices have contributed to acceler

Municipal bonds often see a seasonal lift during the summer months. This pattern, known as summer technicals, stems from a straightforward supply and demand imbalance that tends to favor bond prices. Over the past ten years, the summer months (May th

A hawkish debut. At his first Federal Open Market Committee (FOMC) meeting, Chair Kevin Warsh paired a hawkish, minimalist tone — tersely emphasizing price stability — with the launch of five task forces to review key aspects of Federal R

Will Oil Prices Return to Pre-War Levels? It Depends on China’s Economic Growth

One of the key questions for investment professionals is whether oil prices will return to pre-war levels once the Middle East crisis is resolved. At

“In this world, nothing can be said to be certain, except death and taxes”

– Benjamin Franklin

… “and your investment manager hitting a patch of underperformance”

– LPL Research

The U.S. initial public offering (IPO) market appears to be entering one of its most consequential periods in years. After a long drought following the 2021 issuance boom, a healthier macro backdrop, improved risk appetite, and a long queue of mature

The 2026 FIFA Soccer World Cup kicks off today, and it will look very different from prior tournaments, not just on the field, but economically.

For the first time, this event will be hosted across three countries: the United States, Mex

Strategy Background

Managed futures strategies, defined as systematic, trend-following funds managed by Commodity Trading Advisors (CTAs), have delivered compelling risk-adjusted returns in the alternatives investment strategy universe