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Market Commentary: Outlook 2026 – Riding the Wave

Last week, the Carson Investment Research Team released our Market Outlook 2026: Riding the Wave. The investment team’s guidance has often been contrarian over the last few years. When many economists and pundits were calling for a recession in 2022 and 2023, we continued to forecast contin …

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Introducing the NWCM Fiduciary Focus

NWCM is pleased to introduce the inaugural edition of Fiduciary Focus, a summary of key fiduciary and regulatory topics tailored especially for Plan Sponsors.

Market Commentary: Despite Initial Worry, Inflation Remains Well Controlled

 U.S. inflation rose 0.3% last month and is now up 1.4% for the year (Figure 1). Investor concern about inflation has increased in recent months against the backdrop of large stimulus packages and hopes of an economic recovery. Pushing back against that concern is a slowly recovering labor …

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