AI is shaking software stocks: Why the market overshot

• Article

Mar 03, 2026

Stephanie S. Schneider, Analyst, Equity Research

John Golden, CFA, Senior Analyst, Equity Research

Israel Hernandez, Managing Director, Research

Artificial intelligence (AI) fears have crushed software valuations, but disruption is uneven — and adaptation can create opportunity.

Middle East conflict: Implications for global markets

• Article

Mar 03, 2026

Jason Vaillancourt, CFA, Chief Portfolio Strategist

Recent U.S. and Israeli strikes in Iran and the unfolding conflict in the Middle East have ushered in a new era of geopolitical risk. Here’s what investors need to know.

Strong markets are supporting consumer confidence

• Chart

Feb 24, 2026

Jason Vaillancourt, CFA, Chief Portfolio Strategist

Household wealth is lifting consumer confidence and spending, creating a feedback loop that supports economic resilience.