The historical underperformance of passive Agg-based bond funds isn’t a coincidence. The index’s very design puts investors at a disadvantage.

Maine may pause large data centers as AI strains power grids, housing reform gains steam, and markets may be overlooking true AI adopters.

Major changes in securitized credit benchmarking and fund categorization are under way. Is your portfolio ready?

Markets rebounded as U.S. economic resilience offset ongoing Iran tensions.

Since the U.S. attack on Iran began on February 28, 2026, equity markets have experienced a broad-based selloff.

Most portfolios are more U.S.-heavy than investors realize. International small cap is one of the most overlooked gaps—and conditions for closing it are improving.

International small cap stocks can help round out a global equity allocation, offering growth and diversification potential beyond international large caps and U.S. stocks.

Highlights from the week of March 20 – March 26, 2026.

Stocks fell as yields rose amid ongoing volatility.

International small caps offer real opportunity—but navigating 2,000+ companies across dozens of markets takes more than an index. Here are three reasons why active management matters in this area of the market.