Research
Strategic Time Horizon Supports Allocation to Non-U.S. Equities | Weekly Market Commentary | June 30, 2025
With investor focus now squarely back on U.S. equities as new all-time highs are in sight, we dig into why strategic allocations should still consider, despite recent outperformance and multiple expansion, diversification into international equities
China’s Equity Market Diverges: A Shares vs. H-Shares | Weekly Market Commentary | June 23, 2025
Chinese equities have been a major focus for investors in recent months, with catalysts ranging from DeepSeek’s artificial intelligence (AI) advancements to tariffs and trade negotiations.
Inflation’s Importance to Financial Markets Cannot Be Overstated | Weekly Market Commentary | June 16, 2025
Inflation’s effects on the economy, monetary policy, and the financial markets are wide-ranging. Higher inflation can constrain economic growth, tighten financial conditions, drive interest rates higher and even restrain stock valuations — higher inflation dampens the present value of future earnings and, historically, correlates with lower stock valuations.
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Weekly Market Insights
Weekly Market Insights | Trade and Jobs Cheer Markets in Short Holiday Week
Trade developments and continued momentum pushed all three major averages to modest gains again for a shortened holiday trading week. The Standard & Poor’s 500 Index rose 1.72 percent, while the Nasdaq Composite Index added 1.62 percent. The Dow Jones Industrial...
Weekly Market Insights | Markets Hold Broad-Based Rally
Stocks staged a broad-based rally last week on investors’ hopes for a lasting Middle East ceasefire, hitting fresh record highs along the way. The Standard & Poor’s 500 Index rose 3.44 percent, while the Nasdaq Composite Index added 4.25 percent. The Dow Jones...
Weekly Market Insights | Conflict Fears Rattle Markets; Fed Holds Steady
Stocks were mixed during the holiday-shortened trading week as uncertainty over conflict in the Middle East weighed on investors. The Standard & Poor’s 500 Index slipped by 0.15 percent, while the Nasdaq Composite Index rose by 0.21 percent. The Dow Jones...