Smoke on the Water…Fire Under the Surface

Published on March 6, 2026

Notwithstanding developments in the Iran conflict, there are important leadership shifts still at play within the equity market, which emphasize the importance of diversification.

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Market Implications and Manager Reactions to Iran Escalation

March 6, 2026
Markets are responding primarily to uncertainty, with oil prices rising and equities volatile. The economic impact will depend largely on energy supply disruption, particularly whether oil prices remain contained or move sharply higher.

Small-Cap Stocks Are Stirring on Policy Shifts, Earnings Edge

March 6, 2026
After years of trailing their large-cap peers, small-cap stocks have tested the patience of even seasoned investors. But we believe a dramatic improvement in earnings growth driven by lasting change in the US economy is creating sustainable recovery potential for small companies of all types.