“The constant lesson of history is the dominant role played by surprise. Just when we are most comfortable with an environment and come to believe wefinally understand it, the ground shifts under our feet.” -Peter L. Bernstein
BackgroundAs we entered 2026, markets across the...
Rapid technological shifts and shifting interest rate expectations continue to define the current market environment. Amid the uncertainty, investors are looking for a reliable North Star to guide their growth allocations. They can start with the Fidelity Blue Chip Growth ETF (FBCG).
FBCG’s guiding...
Jason Chura, head of global consulting at Voya Investment Management, is urging financial advisors to rethink a foundational assumption: that expertise alone drives client outcomes. In today’s environment, he argues, technical proficiency is table stakes. Differentiation now hinges on what he calls “performance...
The first quarter of 2026 ended with a downpour of volatility as the CBOE Volatility Index (VIX) rose 69%. Nonetheless, Goldman Sachs (GS) reported first-quarter 2026 earnings that outpaced Wall Street expectations though a thick fog of uncertainty still lingers in Q2. What,...
U.S. ETF assets fell 7% to $13.3 trillion in March as broad market selling pressured equity valuations, according to data from FactSet. But beneath the headline decline, a more nuanced story emerged: fixed income captured 43% of all monthly inflows despite the drawdown,...
Confluence Investment Management offers various asset allocation products which are managed based on “top down,” or macro, analysis. We publish asset allocation thoughts on a bi-weekly basis, updating the report every other Monday, along with an accompanying podcast.
Since the launch of the US-Israeli...