Research



Capital Markets Review

Current Issue: May 2026

Fueled by a robust earnings season and easing tension in the Middle East, a risk-on sentiment continued through May. U.S. Treasury rates rose across the curve while multiple measures of inflation saw their highest levels since 2023....
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Insights

Current Issue: The Mega Cap IPO Wave

The upcoming listings of SpaceX, OpenAI, and Anthropic represent a major structural event in US equity index composition. For US equity investors, including those using passive strategies, this wave may introduce dispersion across benchmarks. Understanding both index inclusion mechanics and the differences....
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