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Latest Market Updates
October 2026 Monthly Market Update
October produced one of the more deceptive headline returns of the year. The S&P 500 fell roug ...
Third Quarter 2026 Investment Commentary
On the surface, the third quarter looks unremarkable. The S&P 500 returned 2.3% in the third q ...
Guggenheim Bond Funds Update - 2026
Our conviction in Guggenheim’s fixed-income capability rests on a deep, team-based credit-research ...
August 2026 Monthly Market Update
On the surface, not much happened—the S&P 500 finished July modestly lower, ending near 7,490 ...
Trade Rationale – Repositioning International Equity Allocation
We are exiting Polen International Growth (PCIG) and reallocating assets to Baron International Gr ...
July 2026 Monthly Market Update
On the surface, not much happened—the S&P 500 finished July modestly lower, ending near 7,490 ...
Second Quarter 2026 Investment Commentary
The second quarter of 2026 was a sharp reversal of the first. Just three months ago, the first qua ...
BBH Income Due Diligence Report - 2026
We are reaffirming both BBH Income (BBNIX) and BBH Limited Duration (BBBIX) on our Recommended Lis ...
Index Investing is Changing - So Should Investors
The coming months represent an historic inflection point for public equity markets. SpaceX, the wo ...
May 2026 Monthly Market Update
The spring rally continued. The S&P 500 returned 5.3% in May and closed the month at a record, ...
April 2026 Monthly Market Update
Risk assets staged a sharp rebound in April. The S&P 500 climbed 10.5% in the month and went o ...
First Quarter 2026 Investment Commentary
Never a dull news cycle! Investors were barraged with a staggering number of events during the qua ...