News & Insights
Commentary
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December 29, 2025 | Monday Morning Perspectives
Happy New Year -
December 22, 2025 | Monday Morning Perspectives
Happy Holidays -
December 18, 2025 | Chart of the Week
Mobile Data Traffic is Primed to Double by 2030 -
December 15, 2025 | Monday Morning Perspectives
A Busy Week for Economic Data as Global Trade Approaches a Record in 2025 -
December 11, 2025 | Chart of the Week
A Tradition for Which I Am Always Thankful! -
December 8, 2025 | Monday Morning Perspectives
Treasuries Top $30 Trillion Ahead of FOMC Decision -
December 4, 2025 | Chart of the Week
Can the Trump Administration Help Lower Mortgage Rates to Improve Housing Affordability? -
December 1, 2025 | Monday Morning Perspectives
Into the Home Stretch of 2025 -
November 24, 2025 | Monday Morning Perspectives
Happy Thanksgiving -
November 20, 2025 | Chart of the Week
Inside Gold’s Retreat: What the Options Market Revealed
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”