Chief Investment Officer Matt Dmytryszyn shares insights on policy adjustments, market dynamics, and the economic indicators shaping the current investment environment. Gain perspective on how these factors influence our portfolio strategy and what we’re watching as the markets evolve.

We're excited to share our Q1 Market Perspective, written by our Chief Investment Officer, Matt Dmytryszyn, which features highlights of the past year's market performance and provides insights for the year ahead.

In our 2026 Market Outlook, Chief Investment Officer Matt Dmytryszyn shares his economic insights for the year ahead. Gain perspective on why we are optimistic about the economy, while learning more about the uncertainties that could alter that outcome.

A surge in stock prices of over 30% since the April lows, along with growing headlines about sizable AI infrastructure investments, has stoked concerns about whether a rising bubble is developing in the equity market.

Chief Investment Officer Matt Dmytryszyn shares insights on policy adjustments, market dynamics, and the economic indicators shaping the current investment environment. Gain perspective on how these factors influence our portfolio strategy and what we’re watching as the markets evolve.

The direction of the market during the third quarter was highly influenced by two storylines: a weakening labor market and prodigious acceleration in Artificial Intelligence (AI)- driven capital spending. Collectively, these trends resulted in favorable returns.

Recent tariff clarity—15% on imports from Japan and the EU—suggests faster movement than expected toward a 10% tariff goal (excluding China). Additionally, the OBBBA signing highlights the stimulus aspect of Trump’s now more defined economic agenda.

Chief Investment Officer Matt Dmytryszyn shares insights on policy adjustments, market dynamics, and the economic indicators shaping the current investment environment. Gain perspective on how these factors influence our portfolio strategy and what we’re watching as the markets evolve.

In the second quarter, markets moved in stark contrast to what transpired during Q1 of 2025. The environment in 2025 has been one of greater uncertainty but also increasing opportunity. As global economic conditions shift, investment opportunities are evolving.