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

New York Stock Exchange

U.S. equity returns in 2025: Record-breaking resilience

Jan 08, 2026 |Kelly Bogdanova

U.S. stocks powered through tariff turbulence on the way to all-time highs. But it’s only natural to question whether the three-year winning streak can be extended. We look at what drove equities in 2025 and how prospects for 2026 are shaping up.

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Single office town New York skyline

Building on a narrow base

Jan 07, 2026 |Atul Bhatia, CFA

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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