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Monthly insights
Show Me The Money: The Age of Mega IPOs
Companies are going public at larger valuations, but that does not guarantee investors will gain proportional exposure right away. Because of nuanced index rules and the limited number of shares initially available for public purchase, investors should not expect significant exposure to new mega IPOs, despite the overall size of the companies.
May 26, 2026
Chart of the Month
Global Rearmament in Motion
The United States remains the clear leader in global defense spending, allocating $954 billion in 2025, far exceeding any other country.
May 18, 2026
Monthly insights
In Hot Water: El Niño’s Role in Global Markets
There will be a variety of effects from the El Niño weather system that is anticipated to develop later this year, but El Niño weather patterns are not uncommon; they occur roughly every 3-5 years. What makes this year interesting is the magnitude of the expected change in ocean temperatures.
May 11, 2026
Monthly insights
Made in America… Again
After being gutted by production and labor offshoring for decades, suffering extreme sector contraction, and lagging the broader economy in recoveries, U.S. manufacturing is now showing early signs of a more durable rebound.
Apr 20, 2026
Chart of the Month
U.S. Manufacturing: Investment Renaissance
The ISM Manufacturing Index is a monthly survey that gauges how manufacturers view their sector. In March, it expanded for the third consecutive month, indicating that U.S. industrial activity is beginning to accelerate after a years-long slowdown.
Apr 13, 2026
Chart of the Month
Small- & Mid-Cap Stocks Gain Momentum
Market leadership is beginning to broaden beyond the Magnificent 7, and down-cap equities, both mid- and small-cap stocks, are providing great opportunities for investors looking to diversify concentrated, large-cap growth positions.
Mar 17, 2026
Monthly insights
Special Edition: United States and Israel Strike Iran
The renewed conflict in the Middle East, marked by joint U.S. and Israeli strikes on Iran, has understandably unsettled financial markets and heightened uncertainty globally.
Mar 03, 2026
Monthly insights
Prediction Markets: “Pricing the Future”?
Prediction markets are exchanges where users buy and sell contracts, often called event contracts, that are tied to the outcomes of future real-world events. Over the last few years, these ‘bet-on-anything’ platforms have grown in popularity and scale.
Feb 23, 2026
Chart of the Month
Private for Longer: The New IPO Timeline
Over the past few decades, businesses have been waiting much longer before launching an initial public offering (IPO).
Feb 17, 2026
Chart of the Month
Resolutions v. Reality: Setting the Stage for Success
Although only around one-third of Americans say they set a New Year resolution, financial goals are now among the most common resolutions people set for the new year, often ranking just behind health and fitness goals.
Jan 09, 2026
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