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Weekly Market Recap | 07/15/24

What happened last week Softening Economic Data: Cooler than expected inflation data weighed on interest rates; September rate cut now the base case. Equity Markets

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Q2 2024 – Strategies in Review​

  Gain Strategies Global stocks continued their upward march in the second quarter, powered higher by continued economic resilience and investor enthusiasm around the AI-theme.

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Q2 2024 Quarterly Webcast Replay

Chief Investment Officer Scott Ladner and Head of Consulting Solutions Austin Fitch, CFA®, review the second quarter of 2024 and provide a market outlook. Download

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Weekly Market Recap | 07/22/24

What happened last week Equity Market Reversion: Small-caps outperformed mega-cap technology by a little less than 6% as year-to-date laggards continued their string of outperformance.

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Weekly Market Recap | 07/15/24

What happened last week Softening Economic Data: Cooler than expected inflation data weighed on interest rates; September rate cut now the base case. Equity Markets

Read More

Q2 2024 – Strategies in Review​

  Gain Strategies Global stocks continued their upward march in the second quarter, powered higher by continued economic resilience and investor enthusiasm around the AI-theme.

Read More

Weekly Market Recap | 07/08/24

What happened last week Price Action: MAG-7 leads U.S. equity indices to fresh all-time highs as small-caps and large-cap value decline. Softening Economic Data: Unemployment

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Weekly Market Recap | 07/01/24

What happened last week Reversion Price Action: Year-to-date equity trends continued their reversal last week; small caps and internationals led U.S. mega-cap technology. U.S. Debate:

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July is Hot!

Is the seventh month of the year a stock investor’s best friend? While scorching temperatures continue to sweep across much of the country, equity investors

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Weekly Market Recap | 6/24/24

What happened last week AI vs. the Rest: Year-to-date equity trends reversed last week as small-caps led mega-cap tech; quarter/month-end and specific product rebalancing flows

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The Best – Or the Rest?

Are there potential opportunities beyond the handful of big stock market winners? The equity market has spent the better part of 2024 notching a series

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Weekly Market Recap | 6/17/24

What happened last week All-Time Equity Highs: Another week of new highs for U.S. large-caps as Broadcom, Oracle, and Adobe earnings show AI-driven upside fundamental

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A Sunny Summer for Stocks?

Falling bond market volatility could support equity prices. Investors looking for signs of what stocks may do next often turn to the bond market for

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Weekly Market Recap | 6/10/24

What happened last week AI Theme: NVIDIA (NVDA) rally to $3T in market capitalization vaults U.S. large caps to fresh all-time highs. Strong Payrolls Data:

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Weekly Market Recap | 6/03/24

What happened last week Revenge of the Meme Traders: Small-caps outperformed large-caps on resurgent trading in “meme-stocks.” Slightly Softer U.S. Data: 1Q U.S. GDP was

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Simply Ncredible

Thanks to AI, it seems a bunch of people want Nvidia’s semiconductors. Is it Nvidia’s world and we’re just living in it? At least, that’s

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Weekly Market Recap | 5/28/24

What happened last week Semis: NVDA’s “beat and raise” earnings report reignited the AI trade and propelled mega-cap tech to fresh all-time highs. Hawkish Fedspeak:

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In Fighting Shape

Are U.S. consumers ready to go more rounds? “When will the consumer finally crack?” is a question that seems to be on more investors’ minds

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Weekly Market Recap | 5/13/24

What happened last week Price action: The S&P 500 rose higher and through key technical levels, recovering the majority of April’s losses. Interest Rates: Ahead

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Weekly Market Recap | 5/06/24

What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally in US equities. Jobs report: The labor market remains strong

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Weekly Market Recap | 4/22/24

What happened last week Equities fell for the third consecutive week as rates continued to climb higher. Strong retail sales print supported the trend of

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Weekly Market Recap | 4/15/24

What happened last week Equities sank as the 10-year Treasury yield surged above 4.5%. Third consecutive upside CPI surprise pushed rate cuts out of market

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Weekly Market Recap | 4/08/24

What happened last week The second quarter opened with a whimper as stocks declined and the U.S. Treasury yield curve bear steepened. Strong economic data,

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Can Stocks Keep Running?

First-quarter returns suggest the market may have more to give. Stocks went out like a lion in March, with the S&P 500 hitting its 22nd

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Weekly Market Recap | 4/01/24

What happened last week Holiday-shortened week ends 1Q 2024 – U.S. equities (S&P 500) rose over 10%, a strong (85 percentile since 1993) historical quarterly

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The Details Matter

Derivatives can be effective when you know what you’re buying or selling. Covered call option strategies can be an innovative and potentially impactful way to

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Weekly Market Recap | 3/25/24

What happened last week Dovish central bank policy meetings resulted in fresh S&P 500 all-time highs. Market leadership in the U.S.’s largecap growth extended last

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High Yield Action

Taking a tactical approach to “junk” bonds Yield-hungry investors eyeing an eventual Fed rate cut are moving into high-yield corporate bonds thesedays, a show of

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Weekly Market Recap | 3/11/24

What happened last week Mega-cap tech underperformed the broad market and equal-weight indices as market breadth improved. The underperformance of mega-cap tech is likely short-term

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An Inflation Head-Fake?

Prices of many services are heating up again. Last week, we learned that the Fed’s preferred inflation gauge—the core personal consumption expenditures(PCE) price index—rose by

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Weekly Market Recap | 3/04/24

What happened last week Stocks rose as mega-cap tech and theAI theme continued to propel equitymarkets to new all-time highs. Retail speculation and flow into

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A World of Opportunity

Do shares of non-U.S. companies deserve a place in your portfolio? With soaring U.S. stocks—and domestic tech stocks in particular—capturing the headlines these days, it’s

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Weekly Market Recap | 2/26/24

What happened last week Nvidia, now a $2 trillion market-cap company, crushed lofty earnings expectations and sent equities to all-time highs. China’s equity performance picked

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Weekly Market Recap | 2/20/24

What happened last week Hot inflation print pushed back the start of rate cuts; more importantly, longer-term interest rate expectations drifted higher, weighing on equities.

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People Have Power!

Robust consumer spending continues to support a strong economy.  Last week’s impressive jobs data—employers added 353,000 new jobs in January, nearly double the expected amount—had

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