Market Insights

2026 Midyear Key Themes

A look at trends and growth opportunities for investors to consider through the rest of 2026.

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Week in Review

US Core Inflation Firms, but Diplomacy Hopes Rise

A review of the week’s top global economic and capital markets news.

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Strategist’s Corner

Who Owns the Outcome?

AI and the New Economics of Software

Concentration may persist for years, but history shows competition eventually resets the scoreboard.

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Portfolio Perspectives

Portfolio Perspectives // Q3 2026

Dive into this quarter's Portfolio Perspectives for practical applications for asset allocators in today's complex market.

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All Angles Podcast

Visible Earnings: Financing the Future of Defense

In this episode, we describe how global defense spending is shifting from cyclical discretion into strategic necessity, focusing on how the money is being spent, why long-term earnings visibility is improving, and what new entrants mean for assessing valuations. Find out more about the opportunities and risks from a rapidly evolving defense sector.

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