July’s Market Reflections highlighted strong year-to-date equity performance, led by mid- and small-cap stocks as earnings growth broadens beyond large caps. While the economy remains resilient, strong nominal growth could…

In our June Market Reflections, Chief Investment Officer Brandon Adams says the market outlook remains constructive despite Fed-driven volatility. He highlights stronger market breadth, with mid- and small-cap stocks leading…

Markets have remained resilient in 2026, supported by steady economic growth, a stable labor market and strong corporate earnings, which has helped ease near-term recession concerns. At the same time,…

If you have been watching the markets lately, the rebound has been hard to miss. Equity markets recovered quickly in April, and many sectors moved higher simultaneously. Large-cap U.S. stocks…

Key Points The U.S. economy remains somewhat “bifurcated,” with higher-income households driving most consumer spending. Key indicators like the Purchasing Managers’ Index (PMI) suggest broadening economic growth. Mid- and small-cap…