Last Week
Strong Earnings, Untested Risks
May 20, 2026
Q1 earnings season delivered unusually strong results, with broad-based earnings growth and resilient margins despite geopolitical and energy-related pressures. In this Market Insights video, Julia Hermann discusses why broadening earnings growth and continued tech leadership can coexist, and what rising input costs could mean for sector positioning and diversification.
Pricing Past the Blockade
Markets remain resilient, but geopolitical risk and higher energy prices continue to shape the outlook.
The Demand for Private Credit Driving the Real Economy
Private credit is playing a growing role in financing the U.S. real economy
Geopolitical Risk in a Shifting World Order
Michael LoGalbo unpacks a world in transition, where geopolitics is moving to the center of the investment landscape.
The Cycle Extends But Volatility Returns
If the data is holding up, why are markets hesitating?
Extending the Cycle: Growth and Opportunity in Private Markets
Private markets remain a core and growing component of multi-asset portfolios.
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