Mega-IPOs & Index Fund Mechanics: Much Ado About Nothing?

Published on May 11, 2026

Rather than worrying about the narrow impact of faster IPO inclusion on index fund performance, we think investors would be better served by focusing on the long-term expected returns offered by the markets in which they’re investing – in particular the U.S. and non-U.S. equity markets.

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Existing Home Sales Modestly Boosted in April

May 11, 2026
Existing home sales were modestly boosted in April, inching up 0.2% following a 2.9% decline in March. According to the National Association of Realtors (NAR), sales reached a seasonally adjusted annual rate of 4.02 million units, falling just short of the projected 4.05 million.

4 Charts Tell This Year’s Story So Far

May 11, 2026
A look at the highlights for the year to date via four charts, including updates about diversification, economic indicators and the national debt.