Diversity & Inclusion

The aerospace and defense industry plays a pivotal role in both national security and the stock market. With U.S. defense spending leading the world, the largest contractors are well-positioned for growth amid rising global tensions.

Many people these days are on heightened alert for bubbles, and I’m often asked whether there’s a bubble surrounding the Standard & Poor’s 500 and the handful of stocks that have been leading it.

U.S. equities closed 2024 on top and U.S. growth took back leadership from U.S. value.

On December 6, the S&P 500 set the most extreme level of valuations on record, exceeding both the 1929 and 2000 market peaks on measures that we find best-correlated with actual, subsequent 10-12 year S&P 500 total returns across a century of market cycles.

It’s important that investors remember to rebalance their commodity ETF exposure, particularly as equity ETFs had a strong year in 2024.

2024 was about as good as it gets in the equity markets – with the BGEP up 31% and the broader market as a whole posting double digit gains. Underneath the surface, we believe that there are three main drivers of the year’s solid returns. We discuss them below in our market review and outlook.

The same themes that drove sharp 2024 returns among the Magnificent 7 stocks appear to be very much alive in the new year.

Stocks rallied in 2024, delivering a second consecutive year of gains exceeding 20%, as investors embraced cooling inflation, falling interest rates and the prospect of lower corporate taxes under a second Trump administration.

Most people don’t pay much attention to the political process, either local or federal. This year I think it is something we should all be paying attention to as it might affect our various lives.

Political uncertainty and volatility create fertile ground for active investors to find companies that can successfully navigate a new era.

The AI market has evolved significantly in the past two years, shifting from a heavy reliance on mega-cap and semiconductor dominance to a more diverse set of beneficiaries.

Start the new year right by reviewing and revamping your financial plan.

I must confess, I have been aware of quantum computing for quite some time, but it was one of those things that always seemed far off. It’s now getting much closer.

Despite the expectation of rate cuts, a push-pull dynamic could exist if high inflation continues, opening the door for short-term bonds.

A conversation with our stock selection team, part two.

Surprises most often are hiding in plain sight. Being aware and prepared with a plan for the unexpected are keys to achieving goals.

Every year, most investors face a near-certain reality: taxes on their investment portfolio.

Newly released research from State Street Global Advisors breaks down why financial advisors are embracing model portfolios more this year.

Short-term bond exchange-traded funds (ETFs) can provide yield seekers with a viable alternative to money market funds.

How a diversified liquidity strategy might help time-strapped corporate treasurers reduce vulnerabilities and improve adaptability in uncertain markets while maintaining access to cash.

The clouds hanging over Boeing’s operations finally appear to be clearing.

Many hot trends have been turned into equity portfolios. But fads aren’t investing themes and may be flawed as standalone investments.

The transition from bank-dominated lending to a diversified financing ecosystem offers unprecedented opportunities for private credit investors.

In his 2025 investment outlook, Head of U.S. Securitized Products John Kerschner shares his U.S. securitized outlook, identifying the key trends he believes will drive investment returns in the year ahead.

To improve potential returns and mitigate risks, investors should choose from the widest range of opportunities.

Riverfront's stock selection team performs analysis on individual equities that provides useful insights into how we position our portfolios.

CEO Ali Dibadj highlights the three macro drivers that investors must navigate in 2025 and beyond, as well as the importance of actively positioning for a brighter investment future.

The next few years are set to see a significant expansion in global LNG export capacity, led by North America and Qatar.

Over the past few years, I’ve written numerous articles and given numerous presentations on Direct Indexing.

Assets in money market funds reached an all-time high of $7 trillion this past month. Now that rates are moving lower, money market yields may not be as attractive to many investors and assets may gradually leave money funds.

The Fed could be ‘slower to lower,' while the Trend continues to rise, with an overly optimistic Crowd due to seasonality and post-election trends.

Trump's election win spurred market optimism, driving rallies in equities, crypto, and cyclical sector.

Policy changes could reshape return potential for companies across the US market. Here’s how investors can start thinking about the challenges ahead.

You're interested in investing in municipal bonds, but which type—general obligation or revenue—is best for you? We break it down.

For most of the last fifty years, fixed income investing has been characterized by owning some combination of Municipals, Corporates, Treasuries and Agency Mortgage-Backed Securities.

You won’t catch a fish unless your line is in the water, and you won’t benefit from the market’s potential move higher unless you are invested.

This week, at the North American Blockchain Summit in Dallas, Texas, I had the distinct privilege of moderating a fireside chat with former Canadian Prime Minister Stephen Harper.

Generosity knows no season. But as the year-end holidays approach, many of your clients may be thinking about making a charitable donation or increasing their charitable giving.

Many of the myths and controversies surrounding the equity risk premium (ERP) are rooted in semantics: The same term is used for multiple purposes.

In Europe, the ECB stimulates a sluggish economy while in the UK, the problem is inflation. In contrast, the US responds to stronger growth.

For most of the last fifty years, fixed income investing has been characterized by owning some combination of Municipals, Corporates, Treasuries and Agency Mortgage-Backed Securities which has worked well with periods of secular disinflation.

Chief Investment Officer Sean Taylor considers the implications of a second Trump administration for emerging markets.