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The BEAT™
The BEAT: Navigating the Iran Conflict, From Oil Shocks to Market Impact

The conflict in the Middle East has sent shockwaves through global markets and we need to understand whether the rise in energy prices is transient or will become embedded in broader economic activity.

08-May-2026
Takeaways & Key Expectations
Equity Market Commentary - May 2026

In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon reminds investors to think beyond the macro. Instead, he encourages a focus on the micro, specifically the extraordinary Q1 results delivered so far that are forcing analysts to raise future earnings estimates.

07-May-2026
Quarterly
The BEAT™ for Q2 2026 - May

Use The BEAT™ as your timely resource for the markets. Each edition gives you ideas and insights that show you how to navigate the current investment environment.

05-May-2026
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