Market Intelligence

Insights &
Market Perspectives

Research, analysis, and perspective from our investment team — covering global markets, economic trends, and portfolio strategy.

Economic Outlook
2026 Global Economic Outlook: Discipline in an Uncertain Cycle
Our investment committee presents its annual outlook for 2026: sustained resilience in developed markets, emerging opportunities in fixed income, and the continued repricing of AI-related equities. We examine key risks and our strategic positioning across all asset classes.
Victoria Harrington, CIO Jan 8, 2026 · 12 min read
Market Update
Federal Reserve Signals Steady Policy Through Mid-2026
Marcus Chen · Jan 5, 2026 · 6 min read
Fixed Income
Bond Market Opportunities in the Post-Peak Rate Environment
Marcus Chen · Dec 19, 2025 · 8 min read
Equity
Small- and Mid-Cap: The Continued Opportunity in 2026
Investment Committee · Dec 14, 2025 · 7 min read
Alternatives
Private Credit: Structural Tailwinds in the New Lending Landscape
Serena Adeyemi · Dec 9, 2025 · 10 min read
ESG
ESG Portfolios in 2026: Performance Catches Up to Purpose
Investment Committee · Dec 3, 2025 · 9 min read
Planning
Year-End Tax Planning Priorities for 2025 High-Net-Worth Filers
Edward Elmont · Nov 28, 2025 · 5 min read
Economic Outlook
Emerging Markets: Identifying Resilience Amid Global Uncertainty
Victoria Harrington · Nov 21, 2025 · 8 min read
Equity
AI and the Equity Market: Earnings Reality vs. Valuation Premium
Investment Committee · Nov 14, 2025 · 11 min read
Market Snapshot
S&P 5004,794+0.48%
NASDAQ16,832+0.72%
DOW37,440−0.11%
Gold$2,053+0.23%
10Y T-Note3.95%−0.04%
Topics
Market Update24
Economic Outlook18
Fixed Income15
Equity22
Alternatives11
ESG & Sustainable9
Estate Planning7

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