Insights Investments

In my previous blog, I discussed our longer-term strategic outlook, the core of which is that we remain optimistic about globally diversified equities. But even beyond equities, our view is that: Inflation will be volatile going forward. This doesn’t mean average inflation will be much higher than 2%, but we’ll see more volatility. The Fed …

We’ve made no secret for our love for the shiny object over the last two and half years (and not just because my name is derived from the Hindi word “sona,” which means gold). I wrote about gold as a crisis hedge back in March 2023, amid the Silicon Valley Bank Crisis. We were amongst …

The market cheered the July Consumer Price Index (“CPI”) inflation report released yesterday, August 13, 2025, but mostly because it was perceived to be good enough to keep the Federal Reserve (“Fed”) on track for a September rate cut. The market-implied odds for a September cut rose from 86% to 94% according to the CME …

Authored by Michael Barczak, CFA, VP Retirement Plans – Investments   President Trump just signed an executive order that could set the stage for a major shift in workplace retirement plans. The order directs the Department of Labor (DOL) and the Securities and Exchange Commission (SEC) to take a fresh look at how alternative assets …

Investors in tech stocks are walking away from this earnings season with a smile. The five major tech companies all saw a positive revision to their full year earnings estimates, according to FactSet data, and each has seen its share price rise since the start of this reporting season. Forward-looking commentary also supports a potentially …

“It’s tough to make predictions, especially about the future.” Yogi Berra, Hall of Fame Yankees catcher I was honored to be included in the fifth volume of the Yahoo Finance Chartbook! This incredible report is compiled by Josh Schaefer, Markets Reporter at Yahoo Finance, and we think it is simply a must read for all …

This chart from our friend, Neil Dutta, Head of Economics at Renaissance Macro, tells an absolutely incredible story if you ask me: it tells you that spending on artificial intelligence (both IT hardware equipment and software) contributed an average of 1.0%-point to GDP growth over the last two quarters. That’s more than the contribution of …

“If pro is the opposite of con, does that make progress the opposite of Congress?” -famous quip On July 20, we passed the first six months of the second Trump administration, or 1/8 of the way into Donald Trump’s second term. Over time we have been updating our view of potential policy risks, within the …

In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, discuss the latest surprising jobs data, significant payroll revisions, and President Trump’s controversial firing of Bureau of Labor Statistics Commissioner Erica Groshen. Ryan and Sonu also provide insights into the Fed’s next moves, inflation challenges, …

“A cynic is a man who knows the price of everything, and the value of nothing.” Oscar Wilde After stocks gained more than 2% in July, the first day of August landed with a thud, as the S&P 500 fell 1.60%, the first 1% drop since before Flag Day (June 13) and worst overall single day …

This was a big week if you wanted to get a picture of the economy, inflation, and even policy (both monetary and tariffs). Here’s the big picture: The labor market is clearly slowing, despite a low headline unemployment rate of 4.2%. Soft payroll growth and easing wage growth means aggregate income growth is slowing. Inflation …