MARKET INSIGHTS

Stocks reached new highs in Q2—but don’t let the rally distract from the risks that emerged. Jason Petitte explores the market’s dependence on policy intervention and what recent patterns may signal for the road ahead.

CORE EQUITY COMMENTARY

Rising volatility? No problem. The Core Equity team saw opportunity in the noise, identifying names that looked too discounted to ignore. Matt Hayner shares what shifted—and where the team leaned in.

FIXED INCOME COMMENTARY

Tariffs, inflation, and a Fed on pause—Jesse Stumpf breaks down a volatile quarter for bonds and what’s driving expectations for rate cuts ahead.