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LATEST INSIGHTS //
Afsaneh Beschloss on Wall Street Week
Afsaneh Beschloss on Wall Street Week
VIDEO // April 11, 2026
Quarterly Letter – Q1 2026: War… But Do Investors Care?
Market behavior in Q1 was dominated by the war with Iran, with global oil prices soaring and equities collapsing after the February 28 attacks by the US and Israel. But after weeks of war, the extraordinary resilience of the US economy began to reassert itself. Creeping doubts about the profitability of AI had dampened performance before the war. But these and other concerns seemed to be cast aside at the end of Q1 as “buy the dip” fervor took over. It continued into April.
RESEARCH // April 24, 2026

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Remembering Martin L. Leibowitz: A Visionary in Modern Finance

May 21, 2026

Martin L. Leibowitz, who recently passed away, was one of the great architects of modern finance—a brilliant thinker, mentor, and friend whose influence shaped generations across the investment world.

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Brown Advisory and RockCreek Agree to Join Forces

May 01, 2026

Brown Advisory, a global investment management and strategic advisory firm, announced today that it has made a strategic investment in RockCreek, a leading investment firm specializing in multi-asset and outsourced chief investment officer (OCIO) solutions.

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Research

Quarterly Letter – Q1 2026: War… But Do Investors Care?

April 24, 2026

Market behavior in Q1 was dominated by the war with Iran, with global oil prices soaring and equities collapsing after the February 28 attacks by the US and Israel. But after weeks of war, the extraordinary resilience of the US economy began to reassert itself. Creeping doubts about the profitability of AI had dampened performance before the war. But these and other concerns seemed to be cast aside at the end of Q1 as “buy the dip” fervor took over. It continued into April.

Learn More