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Latest Market Updates
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.
Equity Outlook: Navigating the Political Storm - Osterweis
Aggressive policy changes from Washington have introduced potential long-term economic risks, but ...
Guggenheim Bond Funds Annual Update
Following the most recent Fed meeting, Guggenheim was somewhat surprised to see only one dissent, ...
Strategic Income Outlook: Newton’s First Law - Osterweis
Sentiment in the fixed income markets remains bullish and issuance is robust, but spreads are tigh ...
Third Quarter 2025 Investment Commentary
Investors are navigating a demanding environment, where forces are pulling in opposite directions. ...