Concord Asset Management

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Concord Asset Management is an SEC Registered Investment Advisor. Disclosures: https://concordassetmgmt.com

In Concord's June Insight, CIO Gary Aiken looks at why energy may deserve renewed attention as inflation, Fed policy, ge...
06/04/2026

In Concord's June Insight, CIO Gary Aiken looks at why energy may deserve renewed attention as inflation, Fed policy, geopolitical risk, and AI-related demand continue to shape the market backdrop.
https://concordassetmgmt.com/insight/excluding-food-and-energy-maybe-not-energy/

Explore why the Fed may look past food and energy inflation, how oil shocks affect growth, and why energy stocks could hedge AI-driven risks.

May closed with record highs across all major indexes. Cooling inflation, falling oil prices, and diplomatic progress co...
06/01/2026

May closed with record highs across all major indexes. Cooling inflation, falling oil prices, and diplomatic progress combined to fuel the rally.

https://concordassetmgmt.com/insight/weekly-market-insights-monday-june-1-2026/

May closed on a high note as markets posted record gains during a shortened post-Memorial Day trading week. Easing inflation, falling oil prices, and growing optimism over a potential Middle East peace deal all combined to push stocks to new heights — capping the month with a strong finish across ...

AI is reshaping the software industry and raising important questions for investors. In our CIO, Gary Aiken's latest pie...
05/07/2026

AI is reshaping the software industry and raising important questions for investors. In our CIO, Gary Aiken's latest piece, he explores how this shift could affect growth, profitability, and the risks worth watching.
https://concordassetmgmt.com/insight/softness-in-software/

Software company revenues are under threat from AI. Discover the questions investors should ask as the industry faces disruption and growth rates decline.

Despite early-week market pressures, the S&P 500 and Nasdaq logged their best month in five years. The Fed's decision to...
05/04/2026

Despite early-week market pressures, the S&P 500 and Nasdaq logged their best month in five years. The Fed's decision to hold rates steady, alongside strong Q1 earnings, influenced this rally.

https://concordassetmgmt.com/insight/weekly-market-insights-monday-may-4-2026/

Weekly market insights reviews the April market rally, where the S&P 500 and Nasdaq posted strong performance amidst Fed interest rate decisions.

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