Darla Kashian

Your source for valuable insights

Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

What dueling data and the Fed’s dual mandate mean for interest rate cuts

Jul 25, 2024 |Atul Bhatia, CFA

Relative comfort on inflation should allow the Fed to shift its focus to the goal of full employment. But with labor market data pointing in different directions, we sift through the mixed messages and the impact on the Fed’s rate cut plans.

Inside the S&P 500: Time to pass the baton?

Jul 18, 2024 |Kelly Bogdanova

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

Weaving the threads of U.S. equity outperformance

Jul 11, 2024 |Ben Graham, CFA

While AI and the Magnificent 7 have been exceedingly visible in their leadership, we spotlight two other trends with a clear impact on portfolio performance and how to approach U.S. equities as the economic environment inevitably evolves.

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