Insights

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September 30, 2026 | by Julie Biel
Private: A Market of Mixed Signals
Market Review 3Q2026 Podcast | Episode 324
Article
September 16, 2026
Diversifying Away from AI Capex: The Case for KAR Thematic Quality
Article
September 14, 2026 | by Julie Biel
Investment Perspectives
August 2026 Monthly Market Review
Article
September 9, 2026
 The Great Software Comeback
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
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
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July 30, 2026 | by Noran Eid
Can Earnings Keep Up?
Mid Cap Growth 2Q 2026 Update | KayneCast 323
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July 30, 2026
Quarterly Stock Market Commentary for Q2 2026
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July 29, 2026 | by Julie Kutasov
Following the AI Money Trail
Small Mid Cap Core 2Q 2026 Update | KayneCast 322
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July 28, 2026 | by Julie Kutasov
Waiting for the Flight to Safety
Small Cap Quality Value 2Q 2026 Update | KayneCast 321
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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
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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
Video
July 14, 2026 | by Stephen A. Rigali and Adam Xiao
AI Is Reshaping Tech Stocks: Hardware vs Software Explained
From the Bottom Up Series
Article
July 13, 2026 | by Julie Biel
Shifting Leadership Across AI
Q2 2026 Market Review
Article
July 7, 2026
Is Quality the Next Opportunity in Emerging Markets?