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Asset Management Viewpoints: Facts Over Fear: Decoding the Stock Market’s Election Year Behavior

Chief Market Strategist Tom Herrick evaluates historical data to answer the question: “How will the stock market be impacted by the upcoming 2024 presidential election?”

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Asset Management Viewpoints: Volatility Spike

Chief Market Strategist Tom Herrick deconstructs the latest volatility spike, identifying the culprits, outlook and positioning recommendations.

Street SMARTS: August Commentary 2024

Chief Market Strategist Tom Herrick analyzes the recent market trends and potential impacts of upcoming rate cuts on different sectors and market caps.

Street SMARTS: Q2 Commentary 2024

An analysis of the second quarter market performance highlights the concentrated gains in equities, emphasizing the importance of broader participation for sustained growth.

Street SMARTS: June Commentary 2024

Discover the latest insights into the May market rebound, the impact of strong earnings on risk assets, and the trends in bond market volatility in this comprehensive analysis from Chief Market Strategist Tom Herrick.

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What to Do When Traditional Diversification Falls Short

Stocks and bonds have long been the go-to portfolio combination in investing, but the pair also has a repeated history of falling short of investor expectations. Learn more about their relationship and our hedged-equity strategies.

Street SMARTS: May Commentary 2024

Among equity pullbacks and yield pressure, what is the group to watch? Find out in Tom Herrick's May Commentary of Street SMARTS.

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Asset Management Viewpoints: Another Chance to Bite into Bonds

What opportunities exist in the current bond market? Chief Market Strategist Tom Herrick explains what the recent back-up in yields means for investors in this Asset Management Viewpoints article.

Street SMARTS: Q1 Commentary 2024

In Chief Market Strategist Tom Herrick's new Street SMARTS series, he goes in depth about market observations and trends, offering valuable insight on the first quarter of 2024.

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March Monthly Update

Markets were generally favorable over the course of February. The S&P 500 Index has advanced 5.34% since the end of January.