Mark Spellman Featured on InvestmentNews’ In the Nasdaq series

Market & Portfolio Update with Sarah Hunt and Patrick Coyne

The discussion, led by Head of Sales Patrick Coyne and Portfolio Manager Sarah Hunt, explored the current market environment, the growing role of artificial intelligence in investing, global opportunities and risks, and the outlook for interest rates.

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The Cost of Good News

Strong payrolls data should have been a market positive, but investors saw something else: fewer rate cuts and potentially higher borrowing costs.

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A Lot of Talk and Little Transit

Markets are weighing rising geopolitical and supply chain pressures in the Strait of Hormuz against continued confidence in AI-driven growth, with the durability of both energy flows and technology earnings now in focus.

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Markets in Flux: Navigating Energy Shocks and Shifting Narratives

Ongoing uncertainty surrounding the Iran conflict and disruptions in the Strait of Hormuz are driving energy volatility and market instability, even as rising earnings expectations and AI-driven productivity offer cautious optimism for 2026.

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Market & Portfolio Update with Mark Spellman and Patrick Coyne

The discussion, led by Head of Sales, Patrick Coyne and CEO and Portfolio Manager, Mark Spellman, reflects how we are navigating an increasingly complex environment while remaining grounded in a disciplined investment approach. 

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Sarah Hunt on Bloomberg TV

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Market Broadening in an Age of Uncertainty

March highlights shifting leadership, geopolitical risk, and the growing importance of valuation and durability.

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Crosscurrents Early in the Year

Markets opened 2026 at highs but were quickly shaken by policy uncertainty, AI-driven sector shifts, and rising geopolitical tensions.

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Markets March On But Risks Linger

Strong growth expectations are carrying markets forward, but policy shifts and geopolitical risks continue to fuel volatility.

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2026 Market Outlook

Earnings under the microscope: AI's promise and the widening opportunity set.

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Where to Begin?

The government shutdown – for however long it lasts – may or may not impact a raft of data that investors are keenly waiting for on both inflation and labor markets.

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Is it earnings or valuation? Or Data?

Markets are experiencing more volatility as we wind down earnings season and move through the end of the summer.

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The Tale of Two Markets

On the one hand we have the “transitory” market, where earnings have held up and the economic data has been reasonably strong.

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2024 Review and 2025 Outlook

This past year financial markets experienced a unique new set of concerns, many different from those in recent years.

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Market Commentary June 2024: Summer Doldrums?

What a long, strange trip it’s been. If you are an AI stock, it has been a great ride and while it feels as if the momentum is slowing a bit,.

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Market Commentary: April 2024

Equity markets had a strong first quarter in 2024. After the pivot by the Federal Reserve on interest rates in December of 2023.

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Market Commentary February 2024: All is not quiet on the inflation front

All is not quiet enough on the inflation front, and that gave markets quite a scare this week. Subsequent weak retail sales seemed to aid in the healing process.

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2023 Review and 2024 Outlook

2023 was challenging in many ways. The rapid Federal Reserve rate hiking cycle was predicted to cause a major slowdown in the economy.

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