Shareholder Meeting Season Gets Going: Tariffs, AI, and Farmland in Focus

Published on February 25, 2025

Earnings season is winding down, and the spotlight will soon shift toward 2025 trends after an impressive end to last year.

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Bond Ladders: Unlocking Direct Indexing Opportunities in Fixed Income

February 25, 2025
The managed account industry has seen tremendous growth and client adoption, with assets increasing by 28% over the last year and 50% over the past two years.

What Scares the S&P 500?

February 25, 2025
In the second half of 2024 the risk premia associated with inflation releases declined relative to labor market data as the Fed shifted focus toward labor market and away from inflation risk. With elevated S&P 500 Index concentration and the market leadership of the artificial intelligence (AI) theme, some single company earnings (NVIDIA) have been rising risk events for the entire index.