The second quarter of 2026 delivered two headlines at once: the S&P 500 posted its best quarter in six years, per Bloomberg, and inflation climbed back to a three-year high, per the U.S. Bureau of Labor Statistics. Both are true, and understanding how they fit together is the starting point for how we think about the second half of the year.
Read PostCIO Jon Adams, CFA® covers powerful themes shaping the second half of 2026: geopolitics and energy, slowing global growth, trade fragmentation, and what a wider range of outcomes means for portfolios.
Read PostRethinking diversification for today's markets — and why the traditional approach may no longer be enough.
Read PostMarkets pulled back sharply, then recovered. Here is what we are watching — and how we are positioned.
Read PostCalamos Investments Founder John P. Calamos, Sr. shares five timeless lessons for navigating today's volatile markets — and where he sees opportunity ahead.
Read PostCIO Jon Adams, CFA shares the three market themes shaping smart wealth strategies for investors in 2026 — now available on demand.
Read PostPhil Bauer, CFA, CAIA and CIO Jon Adams, CFA cut through the private credit headlines to focus on what matters for your portfolio. Watch the replay now.
Read PostMarkets stand at the intersection of opportunity and divergence—discover how competing dynamics are reshaping the investment landscape in 2026. From the K-shaped recovery's impact on everyday Americans to AI's transition from infrastructure to productivity, our latest Outlook provides the strategic insights you need to navigate this pivotal year.
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