QuantStreet May 2026 Letter: April Flowers

Published on May 4, 2026

April saw a strong rally, which fully reversed the stock market’s losses in March. US markets set new all-time highs, and European stocks came within whispering distance of their all-time highs as well.

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Medical Technology Stocks: Innovation Endures as Valuations Reset

May 4, 2026
Investors are questioning the staying power of medical technology (medtech) stocks, which have fallen from grace since the COVID-19 pandemic. Yet we think innovation continues to create exciting opportunities in companies that march to a different beat than the rest of the healthcare sector.

Why Families Don’t Talk About Money

May 4, 2026
And how advisors can encourage these difficult conversations.