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Payments Insider 1st Quarter 2026
In this issue, we explore the following topics: Understanding the 2026 ACH Rules Update for Corporate Originators and Third-Party Senders; the Top Five Third-Party Sender Audit Findings; B2B Instant Payments and E-Invoicing—A Perfect Match; and New Fraud Challenges for Third-Party Senders in 2026.
Private Markets: The Price of (Il)liquidity
Recent headlines have raised questions about private credit, but the story is more nuanced. Jake Stapleton, MBA, breaks down liquidity dynamics, investor behavior, and where long-term opportunities may still exist.
Fixed Income: Rising Rates & Emerging Opportunity
Markets are recalibrating expectations for rates, inflation, and policy. Nicholas Hinkebein, CFA, CFP, examines how shifting dynamics are impacting fixed income and where opportunities may emerge across global markets.
Global Economy: Geopolitics & a Multipolar World
Geopolitical tensions, energy shocks, and evolving trade dynamics are reshaping the global landscape. Emil Suqi, CFA, explores how these forces may influence growth, inflation, and market stability—and what investors should watch next.
Payments Insider 4th Quarter 2025
In this issue, we discuss the following topics: Beat the New Year Hustle and Beyond with AI, Kick Off Your Payments New Year’s Resolution, and Start the New Year Strong with Payments Resources.
March 2026 in Review
Rising energy prices, renewed volatility, and shifting market leadership shaped March. Nicholas Hinkebein, Senior Portfolio Manager, recaps how geopolitical developments and inflation concerns are influencing markets and policy expectations.
February 2026 in Review
Uneven market performance, moderating inflation data, and renewed geopolitical risk shaped February. Emil Suqi, Portfolio Manager - Team Lead, shares how evolving economic signals and policy expectations are influencing investor sentiment.
January 2026 in Review
Markets entered the year with mixed sentiment as investors reacted to geopolitical headlines, early earnings results, and evolving policy expectations. Dan Zeigler, Senior Portfolio Manager, shares key takeaways and what the team is watching as Q1 unfolds.
2026 Tax Reference Guide
Navigating tax regulations can be complex. This 2026 Tax Reference Guide summarizes key federal tax information for easy reference.
Private Markets: Why Private Real Estate Matters Today
Following a valuation reset, private real estate offers improved yields and structural demand tailwinds. Jake Stapleton, MBA, highlights why industrial assets stand out in today’s environment.
Equity: Rate Headwinds Turn to Valuation Opportunity
After years of underperformance, public REITs enter 2026 with cleaner balance sheets and improved valuations. Hunter Bukowy explores why this segment may deserve renewed attention.
Global Economy: From Fiscal to Productivity Dominance
Trade policy, deficits, and labor trends defined the market in 2025. Emil Suqi, CFA® outlines why 2026 may be shaped more by productivity gains and how that shift may influence positioning.