Insights

Super AI: Equity markets, as measured by the S&P 500® Index, ended the quarter up 2.3%. Technology stocks contributed the most to equity markets as rising capital expenditures for the continued buildo...

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...

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.

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.

Uncertainty versus Opportunity: The market’s first quarter performance was volatile and varied with the S&P500 Index finishing down over 4%.

Party Like It's 1999 - Equity markets ended the year up 25%, putting together the two best consecutive years since 1997-1998.