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Can AI Continue to Drive Emerging Market Stocks?

Emerging market stocks have rebounded to new highs following their correction at the onset of the Iran war. The recent rally has been concentrated around AI. Can this continue?

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On Investing

Concentration Risk Meets Diversification Reality

Collin Martin and Inga Rachwald discuss the critical role of diversification in constructing a multi-asset portfolio.

Market Outlook

First Quarter 2026 Earnings: Feelin' Alright

S&P 500 first quarter 2026 earnings are tracking at nearly 28% year-over-year, with rising profit margins suggesting the strong run could persist.

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On Investing

How Macro Forces Shape Credit Markets (With Winnie Cisar)

Winnie Cisar of CreditSights joins Collin Martin to break down today's corporate credit landscape, from inflation and ratings trends to AI spending and private credit risks.

A Dream of Spring Amid Crypto Winter

While it may be too early for a very bullish perspective on the crypto market, even in the depths of winter there is always a dream of spring on the horizon.

Q1 Tech Earnings Preview: A Tale of Two Cities

Tech earnings roll on with Nvidia and AMD ahead. Soaring semiconductor stocks grapple with lofty expectations while software faces an uphill battle as investors gauge AI's impact.

Powell's Swan Song: Fed Keeps Rates Unchanged

As widely expected amid rising oil, rates will remain 3.5% to 3.75%. However, four policymakers dissented. And Fed Chair Powell will stay as governor after his chairmanship ends.

Bond Insights

TIPS for Inflation Protection

Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.