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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How could the midterm results impact economic growth?
History shows us that stock markets have performed well under single-party rule and different types of divided government.November 4, 2026 -
Why the bull market may be changing, not ending
Market leadership has been shifting as AI spending faced scrutiny, but broader strength may give the bull market room to run despite some challenges.November 2, 2026 -
Bonds, AI, and a bull market that has kept going
Market worries have persisted, but Treasury yields, healthy credit discipline, and continued growth in AI demand may tell another story.October 26, 2026 -
Above the Noise: Perspective on bubble fears
Are AI bubble fears justified? A closer look at whether today’s investment, earnings, and valuations have been supporting concerns.October 23, 2026 -
Are we there yet? Bull market may have more miles
Are we nearing the end of the long-running bull market? Some key market and economic signals have suggested the ride may not be over just yet.October 19, 2026 -
The surprising case for investing when the Fed’s raising rates
Investors often worry when the Federal Reserve hikes interest rates, but historically, the stock market has performed better in the years following rate increases. We explain why.October 19, 2026 -
Growth vs. crisis: Markets weigh a higher-rate reality
Economic resilience or debt crisis? Investors see different stories in rising yields. What higher yields might mean for growth, stocks, and investors.October 12, 2026 -
Can stocks stay resilient with higher Treasury yields?
Rising Treasury yields haven’t yet derailed stocks, but they’ve narrowed market leadership and tested weaker borrowers.October 5, 2026 -
Why Meta’s Muse may support the AI bull market
Oil and rates may challenge markets, but the success of Meta’s personal AI agent suggests the structural AI growth story may remain on track.September 28, 2026 -
Above the Noise: Looking beyond the headlines
Are attention-grabbing headlines helping you reach your long-term goals? Here are market signals that may matter for long-term investors.September 23, 2026 -
Why the bull market has kept defying the bears
Strong economic and corporate fundamentals have helped the stock market withstand higher rates, oil prices, and geopolitical risks.September 21, 2026 -
Market drawdown vs. downturn: Watch the fundamentals
Policy uncertainty may trigger market drawdowns, but resilient fundamentals continue to support our view that the structural bull market remains intact.September 14, 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
Candid conversations with fund managers, market strategists, and more.
