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Steps Ahead

Our independent, in-depth research is intended to keep you informed about the state of the market, potential risks and opportunities, and how best to manage ever-changing environments. We are consistently tapped for our thought leadership by major media outlets including the Wall Street Journal, Barron’s, and more.

The Latest

Forecasts

July 15, 2025

Q3 2025 Market Landscape

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.

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Forecasts

July 7, 2025

Q3 2025 Market Perspective

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.

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Forecasts

June 5, 2025

Q2 2025 Market Landscape

Chief Investment Officer, Matt Dmytryszyn shares insights on recent tariff policies, market volatility, and key 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.

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Forecasts

April 2, 2025

Q2 2025 Market Perspective

We focus on long-term trends rather than short-term market noise. While headlines may drive short bursts of volatility, fundamentals like global diversification, risk management, and alignment with long-term goals remain the best guide through an evolving economic and policy landscape.

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Forecasts

January 21, 2025

Q1 2025 Market Perspective

As we turn the page to 2025, the year brings a new set of risks, the most prominent for U.S. investors being the direction of policy under a new president and a narrowly led Republican Congress.

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Forecasts

October 15, 2024

Q4 2024 Market Perspective

In the third quarter of 2024, equity market leadership shifted as economic conditions stabilized and investors anticipated the start of an interest rate-cutting cycle.

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