Could the U.S. Be the Frog in the Pot?

Published on June 25, 2026

What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight? In his June insight, Richard Bernstein, Global Head of Macro & Customized Investing, makes the case that the market may already be penalizing U.S. fiscal excess, not through a dramatic collapse, but through a slow burn with real consequences for investors and the broader economy.

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This Elevated International ETF Looks Compelling Right Now

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The international ETF landscape has become quite popular with investors over the last year. Investors flocked to ex-U.S. equity opportunities over the last 12 months, driven by high domestic valuations and persistent concentration risk. By contrast, emerging and international markets have both offered lower costs and healthy diversification.

The Rise of Total Portfolio Investing

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Total-portfolio thinking is gaining momentum across institutional investing, with investors looking to adopt portfolio-wide approaches that integrate risk, liquidity, and capital allocation decisions. As institutions manage broader opportunity sets and place greater emphasis on portfolio integration, total-portfolio thinking is increasingly influencing how they set objectives, allocate capital, im