First Quarter Strategic Income Outlook: Up, Up, and Away…

Published on January 15, 2026

Fixed income performed well in 2025, but we are proceeding cautiously, as we believe headwinds in the new year could cause the rally to stall.

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US Equities Hit New All-time Highs in First Full Week of 2026 Trading

January 15, 2026
U.S. equities moved higher in the first full week of 2026. The Dow Jones Industrial Average, S&P 500, and Russell 2000 all finished the week at record levels, reflecting a continuation of the positive momentum that closed out last year.

Beyond the Headlines: What 2025 Revealed About Market Leadership and Portfolio Resilience

January 15, 2026
Despite strong U.S. equity returns and continued enthusiasm around AI, 2025 marked a turning point in market leadership. Paul Vella examines the fading dominance of mega-cap tech, the resurgence of international equities, and the role diversification played in delivering more durable outcomes for investors.