Where the Rubber Meets Return: The ESG Factors That Matter

Published on January 13, 2026

The materiality of ESG factors differs across sectors and markets. Investors need to understand how.

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Dynamics to Watch for 4Q25 Earnings Season

January 13, 2026
As we step into the new year, many of us are setting personal and professional goals for what we hope to accomplish in the months ahead. The same holds true for financial markets, where Wall Street strategists have been busy refining their outlooks for where the S&P 500 might finish the year.

Peering Through the Data Fog

January 13, 2026
The data are mixed and trying to draw definitive conclusions from it is virtually impossible. This fog should lead everyone to maintain a cautious investment stance. What does that mean? Be careful concentrating too much in high priced sectors of the market. Broaden out. When driving in fog, drive more defensively.