Our Insights

Perspectives, Market Updates, and Ideas

Our Insights

Perspectives, Market Updates, and Ideas

February Market Outlook: Climbing the Wall of Worry

January Recap January 2026 brought a barrage of headlines that might have easily derailed a more fragile market. From unexpected geopolitical flashpoints and new tariff ...

February Market Outlook: Climbing the Wall of Worry

January Recap January 2026 brought a barrage of headlines that might have easily derailed a more fragile market. From unexpected geopolitical flashpoints and new tariff ...

November Market Commentary: Government Shutdown, Labor Slowdown, but the Economy is Holding

October Recap and November Outlook The fourth quarter has seen the longest government shut down on record, and an election cycle that would seem to ...

November Market Commentary: Government Shutdown, Labor Slowdown, but the Economy is Holding

October Recap and November Outlook The fourth quarter has seen the longest government shut down on record, and an election cycle that would seem to ...

October Market Commentary: Is the Market Tuning Out Noise or Ignoring a Warning Siren?

September Recap and October Outlook After a pause in interest rate cuts since the last cut at the December 2024 FOMC meeting, the Federal Reserve ...

October Market Commentary: Is the Market Tuning Out Noise or Ignoring a Warning Siren?

September Recap and October Outlook After a pause in interest rate cuts since the last cut at the December 2024 FOMC meeting, the Federal Reserve ...

Understanding Private Equity Risks in 2025: What Individual Investors Need to Know

The private equity industry has always thrived on mystique — glossy reports, confident fund managers, and promises of “uncorrelated returns.” But 2025 is shaping up ...

Understanding Private Equity Risks in 2025: What Individual Investors Need to Know

The private equity industry has always thrived on mystique — glossy reports, confident fund managers, and promises of “uncorrelated returns.” But 2025 is shaping up ...

July Market Commentary: Calm Markets, Noisy Headlines

June Recap and July Outlook June brought a complex mix of market-moving headlines. Heightened geopolitical tensions, particularly U.S. involvement in Iran, coincided with continued uncertainty ...

July Market Commentary: Calm Markets, Noisy Headlines

June Recap and July Outlook June brought a complex mix of market-moving headlines. Heightened geopolitical tensions, particularly U.S. involvement in Iran, coincided with continued uncertainty ...