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Weekly insights
Market View: Week of Jan. 23, 2026
The World Economic Forum in Davos wrapped with a focus on global uncertainty, Artificial Intelligence (AI) disruptions, and efforts to rebuild trust across economies. The week's big message was that the world is moving toward a more fractured, higher-stakes global order, one in which systemic fault lines and geopolitical tensions are no longer background noise but central investment and policy realities.
Jan 23, 2026
Podcast
Weekly Market Impact: Jan. 20, 2026
This week, Phil talks about the latest headlines and why they’re not impacting markets, dives into new inflation data, and explains the rising success of sectors beyond the Magnificent Seven.
Jan 20, 2026
Weekly insights
Weekly Market View: Jan. 16, 2026
Retail sales indicate an overall resilient consumer helping support economic growth. Stronger wage growth and larger tax refunds in the first half of this year should provide additional spending power in the months ahead.
Jan 16, 2026
Podcast
Weekly Market Impact: Jan. 12, 2026
This week, Phil discusses his 2026 investment themes, analyzes the latest job market data, and provides an update on artificial intelligence developments.
Jan 12, 2026
Weekly insights
Market View: Week of Jan. 9, 2026
A massive 243-kilogram (535-pound) bluefin tuna sold for a record 510 million yen ($3.2 million) at the first auction of 2026 at Tokyo’s Toyosu fish market. Due to the popularity of tuna for sushi and sashimi, Pacific bluefin tuna was previously a threatened species due to climate change and overfishing, but its stock is recovering following conservation efforts.
Jan 09, 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
Monthly insights
Chaos in Caracas
While geopolitical developments often command significant media attention, financial markets remain primarily focused on fundamentals such as earnings, economic growth, and valuations. For long-term investors, staying disciplined and thoughtfully allocated within a well-diversified portfolio remains the most effective way to generate value.
Jan 06, 2026
Podcast
Weekly Market Impact: Jan. 5, 2026
This week, Phil looks back at 2025, to discuss the year's biggest surprises and the expectations that didn't quite pan out.
Jan 05, 2026
Quarterly insights
Q4 2025: Market View Quarterly
Domestic equities ultimately delivered strong results, supported by resilient earnings across broader sectors and styles. International equities gained early leadership, outperforming during the initial tariff period due to attractive relative valuations and a sharply weakening U.S. dollar.
Jan 05, 2026
Weekly insights
Market View: Week of Jan. 2, 2026
Although the operation in Venezuela is the largest U.S. involvement in Latin America since the invasion of Panama in 1989, it is unlikely to broadly affect domestic equity markets. There could be localized effects on companies or industries with a large presence in the country, but given the small size of the country, and the lack of opposition towards the U.S. from Venezuela, it is unlikely there will be larger effects.
Jan 05, 2026
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