From First-Quarter Fear to Renewed Optimism

Published on July 16, 2026

After a difficult start to the year, investor sentiment reached a low point near the end of March as concerns around inflation, geopolitics, and rising interest rates weighed on risk assets.

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Data Center Debates

July 16, 2026
We had a data center at my first banking job. It was a dusty room filled with old Federal Reserve Bulletins, Economic Reports of the Presidents, and annual reports from the International Monetary Fund. I was the search engine, and the operation was powered by caffeine.

Few Active Fixed Income ETFs Beat the Benchmark. These Do.

July 16, 2026
For decades, traditional index-based ETFs have served as the low-cost foundational anchor for core allocations, consistently demonstrating that outperforming a broad market index is an uphill battle.