Jonathan Johnson

03/30/2026

While day-to-day headlines about geopolitical tensions continue to drive market swings, the underlying economic fundamentals remain resilient. For long-term investors, maintaining a diversified portfolio and staying the course often proves more effective than reacting to short-term volatility.

Our Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/41B1i9M

03/23/2026

The recent surge in oil prices has created significant market volatility and put the Federal Reserve in a challenging position as it balances inflation concerns with economic growth. However, today's economy is more resilient than during past energy crises, with energy representing a smaller share of consumer spending.

Angelo Kourkafas, Senior Global Investment Strategist, explains what high oil prices could mean for investors in our Weekly Market Wrap.

https://bit.ly/3Nos1mO

03/16/2026

Markets have been volatile recently, with geopolitical uncertainty driving oil prices higher and putting downward pressure on global stocks. Despite these challenges, the long-term outlook remains constructive.

Investment Strategy Analyst Brock Weimer explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4se77Wq

03/09/2026

Markets faced a “perfect storm” last week as geopolitical tensions and softer labor data drove renewed volatility. Even so, the broader signals from U.S. and global activity suggest a solid foundation, offering long term investors valuable perspective as markets absorb short term shocks.

More in our Weekly Market Wrap: https://bit.ly/4rnijyT

02/23/2026

The U.S. Supreme Court has struck down the administration's sweeping global tariffs, lifting the overhang that had been weighing on financial markets. Mona Mahajan, Principal, Head of Investment Strategy, explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4qRf16y

02/17/2026

Last week was action-packed – containing a flurry of economic data, bouts of market volatility, and rising AI concerns. Our Weekly Market Wrap digs into all: https://bit.ly/4rU56yb

02/09/2026

After years of tech-led dominance, the market is experiencing a meaningful rotation toward traditional “old economy” sectors that had previously fallen out of favor, such as oil and gas, transportation and regional banks.

Angelo Kourkafas, Senior Global Investment Strategist, explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4qw8BKb

01/20/2026

The news cycle hasn’t let up in 2026. Yet despite the noise, stocks have barely flinched, maintaining a remarkable sense of calm.

Angelo Kourkafas, Senior Global Strategist, outlines four pillars of resilience that continue to anchor markets in our Weekly Market Wrap: https://bit.ly/4r8SB1v

01/12/2026

It was an eventful first week of 2026—from major geopolitical developments to fresh economic data to policy uncertainty ahead of a Supreme Court decision.

Mona Mahajan, Principal and Head of Investment Strategy, breaks down what it could mean for investors in our Weekly Market Wrap.

A summary of last week's market highlights and economic news.

01/05/2026

With 2025 in the record books, it’s time to consider resolutions for the year ahead. Senior Economist James McCann outlines four resolutions to help investors prepare for whatever 2026 brings.

A summary of last week's market highlights and economic news.