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Archive by category: ResearchReturn
Market Strategy: Fog of Markets

Market Strategy: Fog of Markets

The Iran War injected an unexpected shock to markets in March, driving surging oil prices and interest rates, and steep declines in equities.
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2026 Strategic Focus: A Portfolio Management Conversation

2026 Strategic Focus: A Portfolio Management Conversation

Markets are entering 2026 with optimism—but also heightened volatility, policy uncertainty, and rapid shifts in investor sentiment.
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Market Strategy: Markets Gain in January, But Not All Rallies Are the Same

Market Strategy: Markets Gain in January, But Not All Rallies Are the Same

U.S. equity indices largely moved higher in January, and the widely followed S&P 500 equity index set a new all-time closing high price as recently as 1/27/26. Learn more about equities making notable changes.
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Bet on the U.S. Consumer in 2026? Insights from a Conversation with D.A. Davidson

Bet on the U.S. Consumer in 2026? Insights from a Conversation with D.A. Davidson

Consumer spending, inflation, and the impact AI technology investment is having in that space, from Investment Management and Institutional Research.
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Is It an AI Bubble? Insights from a Conversation with D.A. Davidson

Is It an AI Bubble? Insights from a Conversation with D.A. Davidson

Artificial intelligence investment: what is driving investments, where the risks lie, and how major players are approaching this fast-changing space.
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How the Federal Reserve Affects You

How the Federal Reserve Affects You

What the Federal Reserve does, how its work affects national and global financial markets, and how those markets can then affect you.
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Navigating the Evolving Landscape of ESG Investing in 2025 and Beyond

Navigating the Evolving Landscape of ESG Investing in 2025 and Beyond

Following a surge in environmental, social, and governance fund investments during and after the 2020-2021 pandemic, fund flows turned modestly negative in 2023 and 2024.
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Election 2024: A Two-Month Sprint to the Finish

Election 2024: A Two-Month Sprint to the Finish

Election coverage could increase financial market volatility as investors assess highly uncertain outcomes.
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Lower Interest Rates Help on the Margin

Lower Interest Rates Help on the Margin

Are lower interest rates a good thing? Although most people are likely to quickly respond, “yes,” the actual answer is more nuanced and depends on who you’re asking.
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Demystifying Crypto: A Beginner’s Guide

Demystifying Crypto: A Beginner’s Guide

What is crypto, really, and how does it work? We sat down with Technology Strategist Gil Luria to break it down into easily digestible tidbits.
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