From the Desk of Ryan Beamon

Large Cap Managers Prepare for Change

Midyear manager interviews reveal conviction in AI investment, concern about rates and crowding, and growing interest in quality and breadth.

Analyzing Impressive Margins

LPL Research discusses what’s driving today’s strong operating margins and why expectations for further expansion may face challenges.

Weekly Market Commentary | What History Teaches Us About Fed Hikes & Stocks | September 14, 2026

Printer Friendly Version A hot CPI print. Friday’s slightly hot Consumer Price Index (CPI) report lifted the bond market’s odds of a rate hike from the Federal Reserve (Fed) this week to near 90%. Markets take it in stride. The positive reactions from stocks and bonds were interesting, suggesting that perhaps market participants have been…