October 2026 Market Recap: Tech Corrects as AI Valuations Reset
October tested investors’ confidence in the durability of the AI investment cycle. The S&P 500 declined 0.87%, while the Nasdaq 100 fell approximately 6.94% and the VanEck Semiconductor ETF (SMH) lost roughly 15.43%. At the same time, the Bloomberg U.S. Aggregate Bond Index gained 2.05%, reflecting...
By Justin Lowry
2027 Market Outlook: Inflation, Federal Reserve policy, and the AI investment cycle
Executive Perspective As 2026 draws to a close, we are assessing the forces most likely to shape markets in 2027. We believe inflation and the Federal Reserve’s interest-rate decisions will remain central, alongside the rapid expansion of artificial intelligence. These themes are intertwined: the ...
By Justin Lowry
September 2026 Market Recap: Rates Rise as AI Demand Remains Resilient
September presented investors with two very different market narratives. On one side, a stronger-than-expected labor market and persistent inflation pushed the Federal Reserve to raise interest rates for the first time since 2023. Treasury yields moved sharply higher, with the 10-year Treasury yie...
By Justin Lowry
TradePMR by Robinhood Integrates with Artha to Offer Scenario Based Optimization and Rebalancing
TradePMR by Robinhood, a provider of custodial services and technology solutions for growth-focused RIAs, has announced a new integration with Artha.
By BUSINESS WIRE
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August 2026 Market Recap: AI Rebounds as Investors Brace for the Fed
August delivered a significant rebound for U.S. equities following July’s volatility, with technology and AI-related stocks leading the recovery. The S&P 500 gained 2.72% during the month, while the Bloomberg U.S. Aggregate Bond Index returned 0.39%. The recovery, however, came against an increasing...
By Justin Lowry
July 2026 Market Recap: AI Is No Longer About Hype. It's About Returns.
If June reminded investors that good economic news can sometimes become bad market news, July highlighted a different reality: the market is no longer questioning whether artificial intelligence is transformative. It is beginning to ask who will ultimately profit from it. After several years in whic...
By Justin Lowry