Portfolio Playbook
Get timely investment ideas, an overview of what’s happening in the markets, and tips to help optimize your portfolios in our monthly playbook.
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Indicators suggest the market likely hasn’t hit bottom yet
Major stock markets have corrected. But our preferred indicators suggest markets may still have work to do before a durable bottom is formed.April 6, 2026 -
Discipline matters when markets are uncertain
Periods of uncertainty, like the current Middle East conflict, have the potential to produce sharp rebounds that investors may not want to miss.April 1, 2026 -
Economic and market signals stay steady despite oil shocks
Our preferred economic and market indicators have become more challenged, but they aren’t flashing clear warning signs yet.March 16, 2026 -
Keeping long-term perspective as the Iran conflict continues
It’s unknown how long the conflict will last, but oil and other commodity exposure may help hedge the risk of a prolonged Strait of Hormuz closure.March 9, 2026 -
What’s driving the gold price? … and other important questions
The gold price has reached a series of new all-time highs over the past year, driven partly by demand from investors.March 6, 2026 -
Above the Noise: Investor angst and market endurance
Day-to-day angst can overshadow the markets. Here’s a bigger-picture take on recent headlines like the software correction, US-Iran conflict, and more.March 4, 2026 -
Narratives and facts support non-US stock markets
Markets are influenced by short‑term narratives and longer-term fundamentals. Emerging markets, Japan, and Europe have experienced improvements in both.March 3, 2026 -
US-Israel strikes on Iran: What investors need to know
Following the US-Israel strikes on Iran, we offer four possible scenarios for what we could face in the coming weeks and explore the possible reaction of various asset classes.March 3, 2026 -
Military conflicts mostly haven’t held up long-term stock growth
Global unrest can tempt investors to change investment plans, but long-term market growth has continued throughout history despite wars.March 2, 2026 -
Markets take Supreme Court tariff ruling, US-Iran tensions in stride
Markets largely expected last week’s tariff decision and the flare-up in US-Iran tensions, while new US economic data was weaker than anticipated.February 23, 2026 -
Supreme Court decision unlikely to end US tariffs
The US Supreme Court struck down IEEPA tariffs, but alternative statutes may mean tariffs remain, although the market impact appears limited.February 20, 2026 -
‘Heads I win, tails I win’ market environment
On one side, weaker growth makes Fed easing more likely. On the other side, stronger growth supports an intact business cycle. Either can be supportive of markets if inflation stays contained.February 17, 2026
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Featured insights
Get straightforward insight from our market and economic experts on what investors need to know about soft landings, inflation, the economy, government debt, election season, and more.
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Investments
Insights on investing implications, market movements, and structural changes in a shifting world.
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ETF insights
Our latest thinking on opportunities and potential ways to use ETFs in a portfolio.
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ETF education
Learn about investing in ETFs, including the basics, benefits, and choosing one.
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Podcasts
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