The Economics of Asset Allocation

Published on August 11, 2026

We provide research and advice on asset allocation, the selection and weighting of various investment categories. Subject to internal review and governance, our recommendations guide the investment decisions in our family of mutual funds and institutional client portfolios.

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Earnings Signals & Labor Slowdowns: Testing the Limits of Consumer Resilience

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With earnings season entering its final peak week, investors will be focused on results from restaurant names such as CAVA Group (CAVA), Jack in the Box (JACK), Red Robin Group (RRGB) and Brinker International (EAT).

A Broader Market Is Finding its Footing

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US equity market leadership underwent a rotation in July, with previous leaders turning into laggards and vice versa.