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Article: 3 in 3: Packaging Pricing Power, Utilities M&A, Summer Interns
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Jim Lydotes flips the timer on 1) packaging companies’ pricing power, 2) consolidation in utilities, 3) Voya’s Grassroots Research on college recruitment in the AI era.

May 19, 2026

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A Pivotal Earnings Week

April 30, 2026
This week represents one of the largest concentrations of earnings in the 1Q26 reporting season. Approximately 42% of the S&P 500 market cap is set to report, alongside 36% of constituent companies. As of Friday the 24th, the blended YoY earnings growth rate for the quarter stood at 15.1%, a meaningful step up from the 13.1% expected at the start of the period. If sustained, this would mark the sixth consecutive quarter of double-digit earnings growth. But is OpenAI’s recent stumble a sign that AI is running out of gas?

Multi-Asset Perspectives: Markets Scramble Up a Wall of Worry

April 27, 2026
An energy shock, sticky inflation, and fractured global policy have made the path forward less forgiving. With growth slowing but not breaking, we focus on quality, diversification, and disciplined positioning as the margin for error narrows.

CASTS - Survivor

April 23, 2026
The Survivor is one of the easiest identities to misread. These are people shaped by challenge. Their main driver isn't achievement. It's validation.

CASTS - Academic

April 23, 2026
Academics want to understand things. They value logic, clarity and getting to the right answer. Confidence alone won’t build trust with this group. They want to see the thinking behind your recommendation.

CASTS - Star

April 23, 2026
Stars are driven by significance. They want to feel seen, valued, and recognized for who they are and the impact they make.

CASTS - Controller

April 23, 2026
The Controller are people who care about autonomy and being in charge of making decisions. They're at their very best when they feel they're in the driver's seat.

CASTS - Team

April 22, 2026
Now let’s talk about the Team type. These are people who care deeply about connection, alignment, and belonging.
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