News & Perspectives

Our Chief Market Strategist, David Spika, joins ‘Power Lunch’ on CNBC to discuss the markets, whether the rally has room to run, and top investment picks. Click to Watch

Following a strong end to 2023 markets started January on a down note with interest rates moving higher but rallied to finish the month on strong earnings and positive economic data.

2023 ended on a high note thanks to a late-year pivot by the Fed. We enter 2024 with disinflationary trends still in place, but valuations stretched amidst a backdrop of geopolitical uncertainty. Despite the risks, we expect a good year in portfolios...

Investors had much to be thankful for following November's rally. As economic and inflation data has cooled, markets are starting to anticipate a change in Fed rhetoric following the December 13th FOMC meeting which could spell the end to its rate hiking...

Interest rates increasing to levels not seen in over a decade pressured stocks in October. Cooling economic data is helping reverse some of this trend and stocks have bounced, but that trend can only last so long. Earnings season has been good...

September lived up to its historical designation as the worst month of the year thanks to interest rates and the Fed’s higher for longer mantra. Outlook for performance is improving thanks to seasonal fourth quarter tailwinds.