Weekly Market Recap – Week Ending April 02, 2026 U.S. equity markets continued their upward momentum over the past week, with broad-based gains across major sectors led by technology, industrials, and small-cap stocks. Growth-oriented ETFs, such as the NASDAQ 100 and Technology Select Sector, stood out with strong advances that reflect renewed investor confidence in … Read more
Weekly Market Recap – Week Ending March 20, 2026 Markets experienced broad-based weakness this week, with most major ETFs and sector benchmarks declining as investor sentiment remained pressured by persistent inflation concerns and heightened geopolitical uncertainty. Growth-oriented indices such as the Invesco NASDAQ 100 ETF and broader market proxies like the State Street SPDR Portfolio … Read more
The past 10 months has been characterized by rotation from dominance by the “Magnificent Seven” mega-cap tech companies to almost everything that had been beaten down prior to these market rotation trends. As documented in these blogs and our weekly market and strategy updates, the period from July 1, 2025 through January 24, 2026 were … Read more
Weekly Market Recap – Week Ending March 06, 2026 U.S. equity markets continued to experience modest volatility this week as investors balanced geopolitical developments with sector-specific rotations. Defensive sectors and energy-related equities have attracted increasing attention as global tensions and inflation concerns remain elevated. While the broader market has moved sideways, select commodities, defense, and … Read more
Weekly Market Recap – Week Ending January 30, 2026 Equity markets finished the week with a mixed tone as leadership continued to rotate across sectors and styles. While large-cap growth and technology-oriented exposures showed modest weakness, select income and defensive segments posted gains, underscoring an environment driven more by rotation than broad market momentum. Energy … Read more
Weekly Market Recap – Week Ending January 23, 2026 Geopolitical uncertainty once again took center stage last week, reshaping global capital flows and reinforcing diversification themes that have been quietly building since late 2025. Concerns around trade tensions, tariff threats, and broader geopolitical friction triggered renewed discussion of a potential “Sell America” trade, pushing investors … Read more
Typically, the first full blog of the year reviews returns of benchmark index ETFs and opines on what prevailed in the past year through five years, then provides analysis that could provide insights into the future for US equities and other asset classes. This year is no different in that respect. Financial Advisory Services based … Read more
U.S. equity markets continued their constructive start to 2026, with broad participation across styles, sectors, and market capitalizations. While mega-cap technology continues to attract attention, recent performance data reinforces a theme we have been highlighting for several months — rotation toward value, cyclicals, and smaller capitalization stocks remains intact. In the below tables we use … Read more
The investment industry is entering the final phase of the death of traditional mutual funds with the redeem-at-distributor-only model. What makes us assert this? At the end of November, the SEC formally approved the first applications for mutual fund complexes to offer an ETF share class within a single fund structure, following the expiration of Vanguard’s … Read more
Weekly Market Recap – Week Ending December 19, 2025 U.S. equity markets continued to exhibit late-December cross-currents as investors balanced concerns around valuation in mega-cap technology and utilities against seasonal strength and improving breadth. While early-month weakness in large-cap growth persisted through mid-December, the final trading days of the week saw selective rebounds, particularly in … Read more