S&P 500 Bull Market: Drivers, History and Outlook

Published on October 14, 2026

While the current bull market celebrates its fourth birthday next week, the average bull market lasts about five and a half years. Yet there has been nothing average about this one.

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Credit Is Still Flowing, and Businesses Are Borrowing

October 14, 2026
Bank lending rarely commands the attention that payrolls, inflation or consumer spending do. But it helps determine how much momentum the economy can sustain. The Role of C&I Loans: Commercial and industrial (C&I) loans, the workhorse of corporate finance, pay for everything from working capital to machinery and software.

Q3 2026 Baird Chautauqua International and Global Growth Fund Commentary

October 14, 2026
Global equity markets finished the third quarter only modestly higher, but the path beneath the surface was anything but calm. The AI and momentum trade that powered markets in the first half unwound sharply in July, leadership broadened through August as capital returned to areas that had been left behind, and the market narrowed again in September.