Climate change has become a defining force in geopolitics. As governments respond to record heat waves, floods, wildfires and droughts, their policies and economic posturing are reshaping manufacturing, trade and energy security across the capital markets.

The rise in U.S. Treasury (UST) yields, specifically the ten-year note, since late February has captured the attention of global investors in a very visible fashion. Just a couple of weeks ago, headlines were blaring that the UST 10-year yield had reached its highest level since the beginning of 2025, leaving market participants to wonder: What comes next?

We are expecting inflation in energy prices and a decline in interest rates when the poop hits the AI mania fan. For these reasons, we are overweight in oil stocks and home builders. These industries prospered in the 1970s, once the stock market mania broke in late 1972!

The top-performing non-leveraged ETFs of 2026 span a distinct blend of digital assets and localized international equity plays.

The closed-end fund landscape may be seeing a big change as regulations may be shifting at the SEC, per recent announcements.

On Wednesday, June 3, Wellington Management and The Hartford announced that Wellington will be acquiring Hartford Funds. Once the acquisition is complete, Hartford Funds will operate under Wellington’s brand through the firm’s U.S. Wealth business.

The first phase of the artificial intelligence investment trade was relatively straightforward: if you wanted to capture the AI boom using familiar names, you bought semiconductors.

The IPO market may be entering one of its largest cycles in years, but the next wave may be defined less by breadth than by scale. Instead of hundreds of companies listing, a smaller group of AI and strategic infrastructure leaders could reset the market on their own.

Despite rising global yields and renewed inflation concerns, equities moved higher in May on the back of a strong US earnings season and continued momentum in AI-related stocks. The tech-heavy Nasdaq Composite gained 8.4% for the month, while the S&P 500 rose 5.3% and the Dow Jones Industrial Average was up 2.9%.

Emerging markets offer important exposure to economic growth through rapid industrialization, natural resource endowments, and strong demographic dynamics.

Wealth today is more complex than ever. Investments, taxes, estate planning, insurance, and even family dynamics are deeply interconnected, and decisions in one area can have meaningful consequences in another.

Stocks extended their advance for a ninth consecutive week, with the S&P 500 rising more than 5 percent in May on the heels of April’s 10 percent rally. This nine-week run coincides with the market’s March 30 bottom, when early signs of a potential off-ramp or ceasefire in the Middle East began to emerge.

Even if the Middle East war does find a lasting settlement, the specter of inflation appears poised to hang over the markets. Indeed, while employment data had, up until recently, been the primary focus for investors, arguably, inflation reports have now moved into the ‘leaderboard’ position.

Learn what's in store for the remainder of 2026 and the challenges that lie ahead in our mid-year outlook for U.S. stocks and the economy.

A strong business isn’t always a winning stock at every moment, and 2025 was a good reminder of that. Developed market equities finished the year up more than 20%, but quality stocks lagged. That’s why Parametric favors a multifactor approach to capture factor risk premia.

Get ready for a magnificent month, and then some. Mega-cap tech stocks dominate the corporate event calendar in June, already highlighted by NVIDIA (NVDA) CEO Jensen Huang’s keynote address at Computex 2026 in Taiwan earlier this week, one of many major conferences.

Last week, several Fed members signaled the central bank may have to raise interest rates to cool price inflation.

Given its focus, the launch presents a milestone for the asset management community. ASD blends a sophisticated index design with structural corporate philanthropy to create an ETF that resonates with those invested financially and emotionally.

Space ETFs have seen strong inflows coupled with standout performance, capturing significant market attention. For investors, the rapid pace of capital deployment into the space economy underscores a compelling investment opportunity. For this edition of Bull vs Bear, writers Zandile Chiwanza and Elle Caruso Fitzgerald debate the use cases for space ETFs in portfolios.

US equities continued to climb higher in May, with the S&P 500 Index rising 5.1%. Further de-escalation of geopolitical tension in the Middle East has paved the way for the market’s 19.5% advance from the late-March lows.

Private markets have become integral to modern portfolios, with many investors searching for higher returns and diversification, including from public markets. But recent fund redemptions have reinforced that illiquidity isn’t theoretical, raising questions about the benefits of giving up liquidity. We see several—but investors must understand the trade-offs.

For the dollar-denominated investor weighing how to position for the back half of 2026, last week tightened a thesis we have been building all year.

Reducing equity exposure during periods of elevated risk is not the same as market timing. The financial industry has spend decades blurring that distinction.

Would I be better off waiting for the Fed to make its move on rates before investing?” “Should I wait to increase duration because a blocked Strait of Hormuz could push oil prices higher and push rates even higher?” “Should I invest in bonds gradually to reduce the risk of missing the rate peak?

Rising office delinquencies within commercial mortgage-backed securities (CMBS) reflect genuine pressures from shifting work patterns, higher interest rates, and greater refinancing risk.

Taylor Topoussis and Chris Galipeau discuss high-conviction insights that go beyond media headlines.

LPL Research analyzes stock valuations, finding them fair given growth, rates, inflation, and AI-driven earnings outlook despite risks.

AI is a transformative technology with both near-term and long-term implications for the economy. For investors, while the debt-funded AI buildout has the potential to become a secular driver of risk premia, we believe any such shift would only play out through a multi-year adjustment and would not override the cyclical forces that affect markets.

Every family has a money story. It gets passed down quietly, invisibly, in the way families talk around the dinner table or on long walks together.

May’s 5.3% S&P 500 gain masked a deeply uneven market: technology surged 16% on AI spending momentum while most sectors declined, and a surprise inflation rebound flipped the Fed narrative from cuts to potential hikes.