Why Are Stocks So Resilient? Earnings!

Published on May 29, 2026

Since early April, U.S. stocks have rallied sharply despite an ongoing war, rising inflation fueled by soaring oil prices (near $100/barrel), higher bond yields (up 0.6 to 0.7 percentage points), and frothy valuations (21 times projected earnings vs. a historical average of 17 times for the S&P 500 Index).

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Are There Too Many ETFs?

May 29, 2026
The ETF industry has exploded in popularity in recent years. Old mutual fund heavy firms have increasingly leaned into the space, while new shops have proliferated, adding all kinds of new ETFs for investors to consider. That has benefitted investors and advisors immensely.

Why Now Is the Time to Revisit Emerging Market Debt

May 29, 2026
Recent market volatility and the conflict in Iran have understandably pushed many emerging market investors to the sidelines. But periods of uncertainty have historically offered attractive entry points into emerging market debt (EMD), particularly when underlying fundamentals are improving and asset flows are likely to increase.