Market Commentary

Timely takes on markets and the economy.

Market Commentary

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Can AI Continue to Drive Emerging Market Stocks?

Emerging market stocks have rebounded to new highs following their correction at the onset of the Iran war. The recent rally has been concentrated around AI. Can this continue?

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Concentration Risk Meets Diversification Reality

Collin Martin and Inga Rachwald discuss the critical role of diversification in constructing a multi-asset portfolio.

Market Outlook

First Quarter 2026 Earnings: Feelin' Alright

S&P 500 first quarter 2026 earnings are tracking at nearly 28% year-over-year, with rising profit margins suggesting the strong run could persist.

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How Macro Forces Shape Credit Markets (With Winnie Cisar)

Winnie Cisar of CreditSights joins Collin Martin to break down today's corporate credit landscape, from inflation and ratings trends to AI spending and private credit risks.

Bond Insights

TIPS for Inflation Protection

Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.

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Debt, Deficits & the Fed’s Next Move

Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.

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Bond Insights

How Could Higher Oil Prices Impact the Muni Market?

Higher oil prices have both positive and negative effects on the municipal bond market. Investors may want to evaluate their concentration risk.

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On Investing

Why Corporate Earnings Matter for Stocks, Bonds & the Fed

As earnings season begins, Liz Ann Sonders and Collin Martin assess what corporate profits signal for both stocks and bonds. They also cover how geopolitics, tariffs, inflation, and a "Fed on hold" backdrop are shaping the outlook for markets.