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Latest Market Updates
First Quarter 2026 Investment Commentary
Never a dull news cycle! Investors were barraged with a staggering number of events during the qua ...
Where has the ‘junk’ gone in high yield markets?
For many years, the term “high yield” was synonymous with “junk” evoking memories of the leveraged ...
Market reprice, but do all roads lead to lower interest rates
The threat of energy-driven inflation has unsettled global fixed income markets, with interest rat ...
Persian Gulf - Moving from event risk to duration risk
As the conflict in the Persian Gulf enters its third week, investor focus is beginning to shift fr ...
February 2026 Monthly Market Update
The S&P 500 fell 0.8% during February. This trailed the return of major international equity m ...
Supreme Court IEEPA Tariff Ruling
The U.S. Supreme Court’s decision to strike down tariffs imposed under the International Emergency ...
January Jobs & Inflation Paint a Strong Picture
January’s jobs report showed the U.S. labor market remains resilient. Nonfarm payrolls increased b ...
January 2026 Monthly Market Update
Equity markets are off to a quick start in 2026 with leadership shifting from mega-cap technology ...
Fourth Quarter 2025 Investment Commentary
In the fourth quarter, the S&P 500 gained 2.7%, lifting its year-to-date return to 17.9%. The ...
November 2025 Monthly Market Update
The rally in risk assets stalled in November. Equity markets experienced their largest drawdown si ...
October 2025 Monthly Market Update
Equity markets extended their gains in October, showing little concern for mounting policy and pol ...
AdvisorIntelligence Capital Gains Estimates as of September 30th, 2025
AdvisorIntelligence’s Newest Capital Gains Estimates are now available below under Resources.