Emerging Markets Rebound Despite Energy Risks
Strong Emerging Market Rally Masks Energy Concerns Emerging market equities fell 13% in the first month after the war with Iran began but recovered all of that—and more—in the following weeks. At the time of writing, emerging equities are up 22.6% year-to-date (USD, 8 May 2026). It would be tempting to conclude that emerging markets […]
Uncertainty Weighs on Equities (Again): Lessons from Past Market Cycles
Without a doubt, the ongoing conflict involving Israel, the United States and Iran has become a major driver of market sentiment, prompting investors to grow increasingly cautious toward non‑cash assets. Although the conflict appears likely to remain regional, its impact on oil markets has been both global and significant. Crude prices surged 57% in March, […]
Why Verifying Asset Ownership Is the First Step in Estate Planning
Get started on your estate plan by verifying asset ownership Has the thought of estate planning ever felt so overwhelming that it gave you a headache? From a practical perspective, estate planning shouldn’t be so daunting. In reality, many don’t have the faintest idea where to start. They’re just certain about one thing—that they should […]
The Battle Between Software and AI Agents Has Just Begun.
Future earnings matter because they determine the present value of a company. The challenge—and the source of volatility—comes from predicting those future earnings. Investor opinions on the outlook can change daily and meaningfully. Near‑term earnings expectations are typically anchored in the previous quarter’s results and management guidance. In the U.S., companies stood out this season, […]