The Advisor: Equity Investing Third Quarter 2026

A Strong Foundation, But a High Bar Equity markets have continued to move higher despite uncertainty surrounding inflation, monetary policy, and the conflict in Iran. While these issues have created periods of volatility, investors remain focused on a healthy economic backdrop and corporate results that continue to exceed expectations. In the medium to long-term, we…

The Advisor: Equity Investing

Rates higher for longer? Implications for equity investing Investor sentiment has shifted from one of optimism for Fed driven rate cuts in 2024 to one of a delay for rate cuts to as late as early 2025.  While this is based on recent economic data showing a resilient economy to already elevated rates, a “higher…