by Brian G. McCoy, CFA, on January 16, 2026
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Performance Attribution Much like the prevailing narrative throughout the year, the fourth quarter saw market performance influenced by the "AI trade” with continuing debate over whether a bubble exists. As …
Read Storyby Robert Cagliola, CFA and Robert Hahn, CFA, on January 16, 2026
Market Commentary The Only Constant in Life is Change The paraphrased quote is attributed to the Greek Philosopher Heraclitus. The quote illustrates his concept of Universal Flux, where everything is …
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