Market Commentary

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Bond Insights

Preferreds Might Offer Value Amid Volatility

Yields for preferred securities have generally risen more than corporate bond and long-term Treasury yields over the past few months, making them more attractive to investors.

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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.

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.

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On Investing

Debt, Deficits & the Fed’s Next Move

Liz Ann Sonders and Collin Martin break down investor concerns around war, inflation, deficits, and the Federal Reserve.

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Bond Insights

How Could Higher Oil Prices Impact the Muni Market?

Higher oil prices have both positive and negative effects on the municipal bond market. Investors may want to evaluate their concentration risk.