Three Macro Factors Affecting Risk Appetite Dr. Jeffrey Roach | Chief Economist Last Updated: August 20, 2026 Investors have spent much of the summer navigating a familiar tension: an economy that continues to show resilience even as concerns linger over inflation,...
The Russell Reset Nobody Saw Coming Scott Froidl | Co-Head of Manager Research Last Updated: August 19, 2026 The Unexpected Russell Shift For years, Russell index reconstitutions have been treated as a routine maintenance event. Thousands of stocks are ranked,...
Midyear Outlook 2026: Key Takeaways for the Second Half Jeff Buchbinder | Chief Equity Strategist Last Updated: July 07, 2026 Additional content provided by Brian Booe, Associate Analyst, Research. Over the first half of 2026, markets faced some expected — and...
Municipal Bonds at Midyear: Let the Coupon Do the Work Lawrence Gillum | Chief Fixed Income Strategist Last Updated: August 18, 2026 The Setup: A Market Built for Patience The municipal bond market enters the second half of 2026 in a familiar but underappreciated...
Printer Friendly Version Talking Points Global growth is stabilizing, but leadership has shifted back to developed markets. The U.S. and parts of Europe are driving the latest improvement in business activity, while several large emerging markets have lost momentum...
