What Makes an Attractive Stock Selection Environment? Michael McClain | Alternative Investment Research Analyst and Due Diligence Last Updated: September 08, 2026 What is the Right Backdrop for Long/Short Equity and Equity Market Neutral? While exposure to alternative...
LPL Research | Last Updated: September 04, 2026 LPL Research provides its Weekly Market Performance for the week of August 31, 2026. Stocks entered September on a cautious note as investors balanced geopolitical tensions and shifting interest rate expectations. U.S....
Adjusting Free Cash Flow to Reflect True Owner Economics Thomas Shipp | Head of Equity Research Last Updated: September 03, 2026 Free Cash Flow Is a Starting Point, Not the Finish Line In last week’s Beyond the Numbers, we made the case that free cash flow deserves a...
Is France Becoming Another Fiscal Flashpoint? Kristian Kerr | Head of Macro Strategy Last Updated: September 02, 2026 Much of the market’s attention in recent weeks has centered on the sharp moves in long-term U.S. Treasury yields. Rising term premiums, concerns...
Weak September Seasonals Precede Strong Midterm Trends George Smith | Portfolio Strategist Last Updated: September 01, 2026 Stocks have enjoyed a powerful run off the spring lows and have largely shrugged off concerns around growth, inflation, higher interest rates,...
