The Equity Outlook After More ‘Magnificent’ Earnings

Published on May 28, 2026

It’s the first word that comes to mind to describe Q1 2026 U.S. company earnings. S&P 500 earnings growth is looking set to reach 28% year over year (yoy), more than double the consensus estimate of 12% at the start of the reporting season.

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AI’s New Frontier: The Transformation of Investment-Grade Credit

May 28, 2026
The artificial intelligence (AI) boom has transitioned from an equity market narrative to a defining force in fixed income. Hyperscalers (Amazon (AMZN), Alphabet (GOOG/L), Meta (META), Microsoft (MSFT), and Oracle (ORCL)) are shifting from internal cash flows to substantial bond issuance to fund massive data center, graphics processing unit (GPU), and power infrastructure buildouts.

Add Quality to Your International Equities Exposure With QINT

May 28, 2026
The push for international equities diversification continues amid shifting global macroeconomic conditions. These days, investors have more options when it comes to international exposure. Given the current market uncertainty, they may want to put quality at the forefront of their decision-making process.