Why Clients Get Stuck—and the Question That Changes Everything

Published on June 11, 2026

Many advisors deliver capital markets commentary as if the goal were simply to explain what’s happening. They assemble charts, cite data, summarize headlines and hope the client will draw the “right” conclusion.

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From Stock Repurchases to AI Capex: The New Playbook for Corporate Cash

June 11, 2026
Equity issuance is all the rage. The SpaceX (SPCX) IPO on Friday, Alphabet’s (GOOGL) up-sized secondary announced last week, and a slew of other major go-public names over the remainder of 2026 (Anthropic, OpenAI) buck the years-long trend of intense buybacks and shareholder-friendly activities by the world’s most valuable companies.

Health Care—Positioning for a Potential Recovery

June 11, 2026
After more than three years of underperformance, our prognosis for global health care stocks remains positive. The sector now offers a broader set of high-quality companies at valuations that appear increasingly disconnected from fair value.