Taxable Bond
Taxable Bond Market Commentary – 1Q 2026
Geopolitics lifted oil and volatility, pressuring bonds and credit. Securitized held up; we see risk rotation — stay actively positioned.
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Domestic Equity
Domestic Equity Market Commentary – 1Q 2026
An energy-price shock ended the S&P 500 rally and sparked a correction — Energy surged while AI fears hit Tech. Read our Domestic Equity commentary.
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Global Equity
Global Equity Market Commentary – 1Q 2026
Global equities reversed in March amid Iran-related conflict. We assess energy risks, inflation implications, and where quality can win.
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Wealth Insights
Asset Allocation Beyond Market Headlines
Diversification matters: Bonds historically outperform cash in downturns, offering principal protection and steady income alongside stocks.
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Municipal Bond
Municipal Bond Snapshot March 2026
The muni market has reset to healthier levels, with yields at six-month highs, improved relative value ratios, and a more normalized curve.
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Taxable Bond
Taxable Bond Snapshot March 2026
Geopolitics dominated the macro and market backdrop in March, with the conflict in Iran driving oil prices up and delaying expectations for interest-rate easing from the Fed.
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Macro
Economic And Market Implications Of The US-Iran Conflict
Global Strategist Bill Sterling discusses potential market implications — especially for global energy — and key considerations for navigating volatility from the conflict involving Iran.
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Macro
The Coming Intelligence Explosion
AI is quickly becoming an economy-wide cost revolution, not just a tech story. Explore how recursive self-improvement could compress disruption timelines, lift corporate margins broadly, and create a new secular growth category in AI governance.
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Municipal Bond
Municipal Bond Snapshot February 2026
Munis extended their rally in February, supported by robust demand. With the back half of the curve exceptionally steep and yields historically attractive, we’re watching how seasonal March headwinds may influence positioning and flows.
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