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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
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