Insights

Davidson Investment Advisors joins the podcast "Weekly Market Impact" for a conversation about bonds and the municipal market.

Income Overwhelms Inflation Concerns: The second quarter of 2026 marked a meaningful shift in the fixed income narrative, as rising interest rates and changing Federal Reserve expectations weighed on ...

March Madness: The first quarter of 2026 started mostly flat with the largest topics of conversation being the health of the U.S. consumer and the path forward with interest rates, as inflation had se...

As investors consider opportunities for their portfolios in 2026, our team at Davidson Investment Advisors would like to highlight one such asset class we view as particularly attractive in today’s m...

Despite a weaker spring and summer season, with yields rising after Liberation Day, the second half of 2025 saw yields decline as higher absolute yields led to robust investor demand.

Insight into exciting, disruptive, or otherwise new developments we believe will significantly shape business, consumers, and society.

With the expectation that cash yields will continue to decline, investing in longer-maturity bonds now looks relatively attractive compared to recent history.

All About AI: U.S. equities performed strongly in the third quarter with the S&P 500 Index gaining 8.1% in the quarter.

Full of Sound and Fury: U.S. equities sold off sharply at the beginning of the second quarter due to fears of “Liberation Day” tariffs but rebounded to new highs as the quarter progressed.

The breadth and magnitude of the new levies surprises investors and introduces new worries about how businesses will operate and generate earnings in the new environment.