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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
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
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
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
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
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
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 coverage could increase financial market volatility as investors assess highly uncertain outcomes.
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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
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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