The Russell Reset Nobody Saw Coming Scott Froidl | Co-Head of Manager Research Last Updated: August 19, 2026 The Unexpected Russell Shift For years, Russell index reconstitutions have been treated as a routine maintenance event. Thousands of stocks are ranked,...
Municipal Bonds at Midyear: Let the Coupon Do the Work Lawrence Gillum | Chief Fixed Income Strategist Last Updated: August 18, 2026 The Setup: A Market Built for Patience The municipal bond market enters the second half of 2026 in a familiar but underappreciated...
Printer Friendly Version Talking Points Global growth is stabilizing, but leadership has shifted back to developed markets. The U.S. and parts of Europe are driving the latest improvement in business activity, while several large emerging markets have lost momentum...
Yields on the Rise: Do Stocks Notice? Jeff Buchbinder | Chief Equity Strategist Last Updated: August 13, 2026 Additional content provided by Brian Booe, Associate Analyst, Research. The S&P 500 towed an anchor for much of the summer as a historic momentum and...
A Tale of Two CTAs Michael McClain | Alternative Investment Research Analyst and Due Diligence Last Updated: August 12, 2026 Depending on the lookback period, it very well can be the best or worst of times. While the majority of the commodity trading advisor (CTA)...
