Insights & Resources

The month’s Market Pulse talks about how global markets remain resilient despite energy-driven volatility, with strong earnings, AI-driven growth, and improving valuations supporting a constructive outlook across equities and emerging markets.

The month’s Market Pulse highlights a constructive global outlook for 2026, with moderating inflation, supportive economic growth, and evolving investment opportunities across AI, emerging markets and small-cap equities.

This month’s Market Pulse highlights expectations for accelerating US growth, resilient global equities, and continued opportunities across small caps, global markets, and gold—tempered by fiscal, geopolitical, and policy risks.

Market Pulse: 10 for 2026 outlines a constructive but late-cycle global outlook, with moderating inflation, expected Fed rate cuts, and improving growth supporting opportunities in equities—particularly in emerging markets—despite elevated valuations and macro risks.

Keep your 401(k) competitive and compliant. Learn the three essential questions fiduciaries should ask to strengthen retirement plan oversight.

Investors just watching the top of the US equity market may be missing opportunities, in our view. Global small caps have been one of the best performing asset classes this year, led by small cap stocks in developed markets outside of the US.