As markets react to this weekend's escalation in the Middle East, our CIO Eric Stein offers a grounded perspective on what's driving the volatility.

Three numbers tell the small cap story right now: Earnings, valuations, and rates. It’s a setup that deserves attention.

If inflation isn’t fully broken and growth isn’t overheating, how much risk should fixed income investors take— and where?

Amid a backdrop of positive technicals and emerging late-cycle behavior, high starting yields should anchor returns once again in 2026.

The market moved to a more defensive posture and yields declined as rate cut expectations rose.

With spreads tight and issuance set to rise, elevated all-in yields remain the key force anchoring investment grade credit returns in 2026.

Investors rotated into more defensive, value sectors and drove up the price of gold.

Unlike paper gains, realized PE distributions provide tangible value and fuel new compounding opportunities—key components of sustainable total return.

Interval funds provide a way to invest in less-liquid assets while still offering periodic redemptions. This structure blends the potential for higher returns with flexibility, giving investors greater control over their portfolios. Here’s what you need to know.

Improving global equity fundamentals and valuations argue for a more balanced approach.