Thought leadership
Latest Market Updates
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.
Guggenheim Bond Funds Annual Update
Following the most recent Fed meeting, Guggenheim was somewhat surprised to see only one dissent, ...
Third Quarter 2025 Investment Commentary
Investors are navigating a demanding environment, where forces are pulling in opposite directions. ...
Government Shutdown
The U.S. government has shut down for the first time since January 2019. Since the modern budget p ...
SBH Small Cap Value Fund Annual Update
The SBH Small Cap Value fund seeks to identify companies that have the potential for significant i ...
iMGP High Income Fund is Now the iMGP Low Duration Income Fund
iMGP High Income Fund is Now the iMGP Low Duration Income Fund
Comments on the Jobs Data
Recent jobs data has led to some recession worries, fueling expectations of additional Fed rate cu ...
FMI Large Cap Fund Annual Update
The FMI Large Cap Fund seeks to buy good businesses at value prices. Some of the characteristics o ...