News & Insights
Commentary
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June 11, 2026 | Chart of the Week
The Structural Forces Driving Continuation Fund Growth -
June 8, 2026 | Monday Morning Perspectives
Ending the Nine-Week Winning Streak in Convincing Fashion -
June 4, 2026 | Chart of the Week
New Home Sales – Disappointing or Better Than They Appear on the Surface? -
June 1, 2026 | Monday Morning Perspectives
Markets Advance to New Highs on Resilient Growth and Easing Geopolitical Tensions -
May 28, 2026 | Chart of the Week
The Treasury Yield Curve Has Risen and Flattened in 2026 -
May 26, 2026 | Monday Morning Perspectives
S&P 500 Extends Winning Streak as Dow Breaks 50,000 -
May 21, 2026 | Chart of the Week
It’s Refund Season: Phase One of the Tariff Refunds Has Begun -
May 18, 2026 | Monday Morning Perspectives
Global Rates Moving Higher -
May 14, 2026 | Chart of the Week
Diesel Squeeze: Rising Prices as Distillate Exports Surge and Inventories Tighten -
May 11, 2026 | Monday Morning Perspectives
Stronger-than-Expected April Labor Report
News & Press
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July 30, 2025 | In the Media
Chief Investment Officer Mark Heppenstall Talks Market Momentum, Fed Expectations and Trade Uncertainty on Fox Business’ “Mornings with Maria” -
June 4, 2025 | In the Media
Chief Investment Officer Mark Heppenstall Returns to Fox Business’ “Mornings with Maria” to Discuss Treasury Yields, Trade Negotiations and Market Volatility -
May 30, 2025 | In the Media
Portfolio Manager George Cipolloni Discusses Stock Selection, Pricing Power and Margin Pressure on Reuters “Market Talk” -
May 5, 2025 | In the Media
Portfolio Manager George Cipolloni Talks Trade Uncertainty, Earnings Trends and Market Stability on Fox Business’ “Mornings With Maria” -
April 30, 2025 | In the Media
Portfolio Manager George Cipolloni Discusses Earnings Season Amid Market Uncertainty on CNBC “Power Lunch” -
April 23, 2025 | Press Releases
Performance Excellence, Delivered Year After Year -
April 4, 2025 | In the Media
Portfolio Manager George Cipolloni Previews Earnings Season on Yahoo! Finance “Wealth” -
April 1, 2025 | In the Media
CIO Mark Heppenstall Weighs in on Auto Tariffs, Economic Uncertainty and Fixed-Income Opportunities on Fox Business’ “Mornings With Maria” -
March 28, 2025 | In the Media
Portfolio Manager George Cipolloni Talks Market Rotation, Fed Policy and Where To Find Value on BNN Bloomberg “The Open” -
March 21, 2025 | In the Media
Portfolio Manager George Cipolloni Discusses Market Turbulence, Consumer Confidence and Growth to Value Rotation on Reuters “Market Talk”