Please find below our Quarterly Market Update which includes asset class return data, as well as insights on key market drivers during 2Q26.

This quarter we give our thoughts on the 2026 outlook and implications of a weak U.S. dollar for investors.

This quarter we hope to offer some perspective on the massive amount of capital that is being invested in AI and its impact on the economy. We will also discuss some factors to monitor as the latest tech revolution unfolds. We are also pleased to announce that we added a new member to our investment team this summer and closed the quarter at $3 billion in AUM!

This quarter we revisit the state of the U.S. labor market. The Fed will have a difficult task navigating crosswinds from changes in immigration and an uptick in continuing jobless claims.