Between the margins May 2026
Nearly one year after Liberation Day, the world awoke to another surprise: A war in Iran. And just as it did a year ago, the market staged a massive recovery after an initial sell-off.
Nearly one year after Liberation Day, the world awoke to another surprise: A war in Iran. And just as it did a year ago, the market staged a massive recovery after an initial sell-off.
Risks are on the rise. That's at least the way it feels as headlines ping pong across the Iran war, private credit concerns, and AI disruption.
The conflict in Iran has refocused investor attention on geopolitical risks.
Workers increasingly view equity as a symbol of trust and shared success, and many say they would be less likely to accept or stay in a role without it.
The affordability angle: How bad is it, really?
Financial wisdom tells us it’s not moments like the current one that should dictate our portfolios, but rather a more sober look at financial goals and the portfolios designed to help get you there.
Housing affordability could become a race between wage growth and home prices.
With the software sell-off, the AI revolution finally feels real.
Marta Norton examines the proposition that a rotation trade is occurring in the equity markets, away from the Magnificent 7 and towards small and mid-cap companies with less expensive valuations.
Marta Norton takes a look back at 2025 and the lessons it provided.