The Era of Mega IPOs Has Arrived
By Lisa Schreiber For decades, the initial public offering (IPO) has served as a defining milestone for companies seeking access to public capital markets. Yet a new era of mega IPOs…
This Year, It Paid to Stay in May
By Keith Gangl Wall Street has long followed the adage “Sell in May and go away,” but investors who heeded that advice this year would have missed a powerful rally. The…
The Mood vs. Reality
By Lisa Schreiber Last week's US consumer sentiment survey, released by the University of MIchigan, delivered a striking signal about how Americans are feeling about the economy and their personal finances.…
March Slide
By Keith Gangl The stock market, represented by the S&P 500, entered March in positive territory, but that changed quickly. Investors experienced a sharp pullback, what might aptly be called the…
Dethroning the Dollar – Easier Said Than Done
By Tyler Ellegard, CFA® The U.S. dollar has long been the cornerstone of the global financial system — the world's primary reserve currency, accounting for roughly 58%1 of global reserves, and the…
February Continues to Broaden Out
By Keith Gangl The long-anticipated broadening of the equity market was on full display in February. January had already offered early signals of this shift, with international and small-cap stocks beginning…
Start of a New Year
By Keith Gangl The start of a new year signifies a fresh beginning, a new chapter, and renewed optimism. The stock market, measured by the S&P 500, continued its upward trajectory…
Tariffs are so 2025 – or are they?
By Lisa Schreiber Nearly one year after “Liberation Day” — when the administration introduced sweeping tariffs on major U.S. trading partners, trade policy has taken another sharp turn. On Feb. 20,…
Geopolitical Risk and Opportunity
By Kyle Bergacker Geopolitical conflict has long influenced financial markets, but its impact today looks different than in the past. Rather than pushing the entire market higher or lower, geopolitical risk…
Three in a Row
By Keith Gangl, CFA® The stock market, measured by the S&P 500, finished near record highs, closing the year up 17.75%. The year 2025 marked the third consecutive year of double-digit…
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