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This section links to past issues of our newsletters. The Investment Review highlights activity and financial market analysis for each quarter of the year. The Monthly Insight communiqués are intended to deliver timely and thought provoking investment knowledge and financial market data.

Investment Review

Q2 2026
Markets have absorbed a steady stream of shocks this year They are no longer pricing in interest rate cuts as...
Q1 2026
The global economy in 2026 is a mixture of resilience and recalibration. Shifting policies, record breaking fiscal stimulus, falling interest...
Q4 2025
Stocks around the world surged in 2025 in what was one of the most topsy-turvy years in a long time....
Q3 2025
Economic growth globally is tracking slightly better than expected. While growth is still weak and below potential due to U.S....
See All Investment Reviews

Monthly Insight

Equally Weighted vs. Cap Weighted August 2026
In 1990, the U.S. launched equally weighted indices which have outperformed their traditional cousins, the long standing market capitalization weighted...
The Illusion of Market Timing July 2026
Stock investors often hear about the axiom “sell in May and go away” around this time of year. It implies...
Market Breadth Stable June 2026
Market breadth is a concept that helps investors understand what is really happening beneath the surface of the market. At...
Crises Are Buying Opportunities May 2026
Unfortunately, as part of the human experience, there is always some sort of crisis somewhere around the world which often...
See All Monthly Insights

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