Liridon Gila, CFA, Portfolio Manager, discusses the S&P 500's decline of -0.8% in February as the market broadening and sector rotation continued, and defensive stocks generally rallied on perceived "safety" from the AI disruption risks. He...

Marc Davis, CFA, Co-Portfolio Manager, discusses the strong start to 2026 and continued market broadening as the AI theme draws greater scrutiny from investors. He sees a challenging path forward with stocks vulnerable to selling pressure on th...

Anthony Brooks, Portfolio Manager, discusses the market's resilience in 2025, with stock prices supported by optimism around potential rate cuts and steady earnings, despite uncertainties around circular AI deals, geopolitical tensions, and pol...

Liridon GIla, CFA, Portfolio Manager, discusses November's market broadening as defensive and value-oriented sectors outperformed the market's YTD leaders. Investor sentiment was tested by the government shutdown and mixed economic signals, how...

Marc Davis, CFA, Co-Portfolio Manager, discusses how investors' fascination with Artificial Intelligence (AI) combined with continued hopes for further Federal Reserve easing has pushed equity markets to new all-time highs. However, valuations ...