Featured Insight
Robert R. Teeter / December 4, 2025Economic & Market Outlook—2026 & Beyond
In anticipation of the upcoming 250th anniversary of the United States, we examine the economy, interest rates, and equities for the coming year and beyond through the lens of the AI race, small caps, and risk management.
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Featured Economics
The Case for Small Caps
Are small caps stuck in the discard bin forever? Following ten years of dominance by large caps and private equity, the portfolio role of small-cap public equities is being questioned…
Economic Review: Q4 2025
Configured for a Long Journey In a development that would have seemed unlikely back in April, the U.S. economy continues to expand, and equities have staged a powerful rally. The…
