Global Equity
Global Equity Market Commentary – 2Q 2026
Global small cap markets continue to offer differentiated opportunities, where company-specific fundamentals can matter more than broad market narratives.
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Macro
GW&K Investment Review 2Q 2026
Founder Harold Kotler reflects on America's culture of innovation, entrepreneurship, and risk-taking — and why those strengths continue to create long-term investment opportunities.
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Macro
After the Peak: What a Century of Market Concentration Teaches
Bill Sterling examines a century of market concentration, exploring what past episodes tell us about today's environment. While market leadership has often broadened following concentration peaks, the path has rarely been short or straightforward.
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Municipal Bond
Municipal Bond Snapshot June 2026
Municipals posted modest gains in June as strong investor demand more than offset another heavy month of supply.
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Taxable Bond
Taxable Bond Snapshot June 2026
Rates sold off, led by the front end of the Treasury curve, while longer-term Treasuries held up better. Investors shifted their focus from the conflict in Iran to the Federal Reserve and the domestic economy, as the market increased expectations for potential rate hikes.
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Domestic Equity
Building Durable Growth Through Discipline and Research
As investors look beyond the largest companies for growth opportunities, small and mid cap equities continue to offer a broad and dynamic investment landscape. Joe Craigen discusses the team’s long-term, bottom-up approach to investing and thoughtful risk management across market cycles.
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Taxable Bond
How the Fed Affects Different Parts of the Yield Curve
How much of the yield curve does the Fed really control? Discover the factors that influence bond yields and why different maturities behave differently.
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Macro
Picks and Shovels for the AI Era
As AI spending races toward nearly $1 trillion annually, the most reliable winners may be the suppliers building the infrastructure, not the companies betting on AI's future revenues.
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Taxable Bond
Taxable Bond Snapshot May 2026
Rates sold off while most risk assets rallied as the US and Iran inched closer to reaching a deal and extending the ceasefire in the Middle East. Economic data and robust corporate earnings growth also provided support.
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