With energy independence back in the spotlight, we believe the U.S. economy is generally better positioned to weather the storm and uncertainty around energy markets.
Feb 12, 2026 • By
Michelle Cluver
and
Kenneth Tjonasam
Robotics is the next step in the AI story. If AI is the brain, robotics are the body.
Feb 06, 2026 • By
Michelle Cluver
and
Connor Dougherty
This blog post outlines the diversification benefits thematic equity can provide and tools that can assist financial advisors.
Jan 29, 2026 • By
Michelle Cluver
and
Kenneth Tjonasam
CES 2026 key takeaways from our Model Portfolio Solutions team.
Dec 17, 2025 • By
Michelle Cluver
We analyzed the current market concerns and believe targeted exposure to beneficiaries of bottlenecks related to key structural themes remain critical, but believe a barbell approach to risk is warranted, focusing on portfolio diversification.