Markets and Economy Above the Noise: Rethinking 2025 narratives
In 2025, clear storylines on the Federal Reserve, AI stocks, and rates captivated us. But the numbers don’t always match the narratives.
December 23, 2025
insights
Due Diligence insights
A selection of articles from our experts on the markets, economy, and investments.
Municipals Thoughts from the Muni Desk
Get expert insight on what’s happening in the muni market and munis by the numbers, a quick look at the key data points, in the latest edition.
December 22, 2025
ETF Why a revenue-weighted strategy may make sense now
With a surge in leveraged spending, concentrated market leadership, and high forward P/E ratios, there’s a risk of overstretched valuations.
December 17, 2025
Equities Time to consider value?
If the economy reaccelerates and the Federal Reserve continues cutting interest rates, we believe value stocks could be poised for a resurgence.
December 16, 2025
Markets and Economy Has the catalyst for stock diversification arrived?
For investors looking to diversify their mega-cap technology exposure, improving growth and falling interest rates may be good reasons.
December 15, 2025
Money market and liquidity The Fed Minute video series
Here’s a quick recap and analysis of the latest Federal Open Market Committee meeting and what it may mean for liquidity investors.
December 11, 2025
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Transcript
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Investments in real estate related instruments may be affected by economic, legal, or environmental factors that affect property values, rents or occupancies of real estate. Real estate companies, including REITs or similar structures, tend to be small and mid-cap companies and their shares may be more volatile and less liquid.
A value style of investing is subject to the risk that the valuations never improve or that the returns will trail other styles of investing or the overall stock markets.
