Insights

Article
September 16, 2026
Diversifying Away from AI Capex: The Case for KAR Thematic Quality
Article
September 15, 2026
Putting Market Seasonality in Perspective
Article
September 14, 2026 | by Julie Biel
Investment Perspectives
August 2026 Monthly Market Review
Article
September 9, 2026
 The Great Software Comeback
Article
September 2, 2026
Financial Planning for New Law Firm Partners
Video
August 24, 2026 | by Jon K. Christensen and Sean Dixon
Finding Quality in Industrials
From the Bottom Up Series
Video
August 21, 2026 | by Julie Biel
Looking Beyond the AI Buildout
Bloomberg TV Surveillance
Video
August 18, 2026 | by Julie Biel
Earnings Still Matter More Than Headlines
Bloomberg TV The Close 
Article
August 13, 2026 | by Julie Biel
Investment Perspectives
July 2026 Monthly Market Review
Article
August 12, 2026
When Momentum Leadership Reverses
Article
August 7, 2026
Trump Accounts: A New Way to Invest for the Next Generation
Video
August 3, 2026 | by Julie Biel
Why AI Investors Are Still Searching for a Moat
CNBC Fast Money
Video
August 1, 2026 | by Julie Biel
U.S. Stocks Rise Despite Worst Month for Tech Stocks 
BBC News
Listen
July 30, 2026 | by Noran Eid
Can Earnings Keep Up?
Mid Cap Growth 2Q 2026 Update | KayneCast 323
Article
July 30, 2026
Drafting Your Next Act as a Retiring Law Firm Partner
Listen
July 30, 2026
Quarterly Stock Market Commentary for Q2 2026
Listen
July 29, 2026 | by Julie Kutasov
Following the AI Money Trail
Small Mid Cap Core 2Q 2026 Update | KayneCast 322
Listen
July 28, 2026 | by Julie Kutasov
Waiting for the Flight to Safety
Small Cap Quality Value 2Q 2026 Update | KayneCast 321
Listen
July 27, 2026 | by Jon K. Christensen
Holding the Line on Quality
Small Cap Core 2Q 2026 Update | KayneCast 320
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July 24, 2026 | by Jon K. Christensen
Looking Beyond Market Momentum
Mid Cap Core 2Q 2026 Update | KayneCast 319
Listen
July 23, 2026 | by Chris Armbruster
Positioning for AI’s Next Phase of Value Creation
Large Cap Growth 2Q 2026 Update | KayneCast 318
Listen
July 22, 2026 | by Hyung Kim
Quality at a Discount
International Small Cap 2Q 2026 Update | KayneCast 317
Video
July 21, 2026 | by Julie Biel
Looking Beyond the AI Flywheel
Bloomberg TV Surveillance
Video
July 21, 2026 | by Julie Biel
 When Private Giants Go Public
 Bloomberg TV The Close