Dividend Demand Revives as Market Leadership Shifts

Published on September 23, 2026

Dividend growth is back, and it’s fair to say that outperformance among dividend growth stocks may simply be overdue amid a shift in U.S. equity market leadership beyond a small group of mega-cap technology companies.

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How Share Buybacks Can Create Compelling Value Trades

September 23, 2026
Share buybacks are when a company purchases its own shares, reducing the total number of shares on the market. Oftentimes, these buybacks occur on the open market, but companies may also look to buy shares from existing shareholders as well.

Some Perspective on Inflation

September 23, 2026
Some economists and market participants view inflation as one of the most important economic indicators. Market participants spend a lot of time worrying about a lot of things, but inflation is pretty close to the top of the list most of the time.