Economic and Market Outlooks What’s on Our Minds June 8, 2026 - Once SpaceX goes public at a $1.77 trillion valuation, most major indexes will fast-track its inclusion and it’s expected to eventually become a top 15… Joseph Matus, Principal
Economic and Market Outlooks Video: June 2026 Economic and Market Outlook June 3, 2026 - In his June outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the contradiction between the stock market hitting record highs amid significant global headwinds like… James Lebenthal, Partner & Chief Market Strategist
Economic and Market Outlooks Video: May 2026 Economic and Market Outlook May 6, 2026 - In his May outlook, Partner and Chief Market Strategist Jim Lebenthal discusses the healthy skepticism he’s seeing regarding equity markets at all-time highs. He also… James Lebenthal, Partner & Chief Market Strategist
Economic and Market Outlooks Webinar Recording: Q2 2026 Market & Economic Outlook May 5, 2026 - Join our Investment Office for a review of the key market trends we witnessed in the first quarter and our outlook for what may lie… James Lebenthal and Amita Schultes
Economic and Market Outlooks First Quarter 2026 Review and Second Quarter 2026 Economic and Market Outlook April 6, 2026 - The Iran conflict has upended a relatively stable start to 2026, triggering energy-driven inflation, financial market volatility, and a more cautious stance from central banks.… Ben Pace and Joseph Matus
Economic and Market Outlooks Video: April 2026 Economic and Market Outlook April 1, 2026 - In his April outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the war in Iran as the dominant concern for financial markets and… James Lebenthal, Partner & Chief Market Strategist
Economic and Market Outlooks Webinar Recording: Economic Outlook Amid Global Uncertainty March 25, 2026 - Join members of the Investment Office for a timely discussion on market volatility, private credit, and artificial intelligence. James Lebenthal and Rita Lee
Economic and Market Outlooks Video: March 2026 Economic and Market Outlook March 4, 2026 - While 2026 has so far brought unsettling market volatility and mixed signals from former leaders like Microsoft, Amazon, and Meta, Partner and Chief Market Strategist… James Lebenthal, Partner & Chief Market Strategist
Economic and Market Outlooks Video: February 2026 Economic and Market Outlook February 3, 2026 - With January in the rearview mirror, Partner and Chief Markets Strategist Jim Lebenthal weighs the influence of positive market and economic forces, such as stimulus… James Lebenthal, Partner & Chief Market Strategist
Economic and Market Outlooks Webinar Recording: Q1 2026 Market & Economic Outlook January 29, 2026 - Join our Investment Office for a timely discussion on the key forces shaping markets as growth steadies and policy shifts take the spotlight. This quarter’s… James Lebenthal and Amita Schultes
Economic and Market Outlooks 2026 Economic and Market Outlook January 6, 2026 - Deglobalization and advances in AI and robotics are reshaping the 2026 global economy, helping developed nations mitigate slower growth and inflation risks. Central banks are… Ben Pace and Joseph Matus
Economic and Market Outlooks Video: January 2026 Economic and Market Outlook January 5, 2026 - As the new year dawns, Partner and Chief Equity Strategist Jim Lebenthal reviews the accuracy of our 2025 expectations before looking ahead. What did we… James Lebenthal, Partner & Chief Market Strategist
Economic and Market Outlooks Video: December 2025 Economic and Market Outlook December 3, 2025 - There’s been recent volatility in the equity markets, reflecting multiple concerns, including a possible AI bubble. But as Partner and Chief Equity Strategist Jim Lebenthal… James Lebenthal, Partner & Chief Market Strategist
Economic and Market Outlooks Should Investors Fear an AI Bubble? November 20, 2025 - Investment bubbles have formed countless times in the history of financial markets. Their creation is not the primary cause of concern—the manner in which they… James Lebenthal, Partner & Chief Market Strategist
Economic and Market Outlooks Webinar Recording: Q4 2025 Market & Economic Outlook November 12, 2025 - Join our Investment Office for a timely discussion on the key forces shaping markets as growth steadies and policy shifts take the spotlight. This quarter’s… Tom Cohn, James Lebenthal and Amita Schultes
Economic and Market Outlooks Video: June 2026 Economic and Market Outlook June 3, 2026 - In his June outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the contradiction between the stock market hitting record highs amid significant global headwinds like…
Incentive Stock Options The Post-IPO Lockup Playbook for Equity Holders June 12, 2026 - If you’re an employee or equity holder of a company undergoing an IPO, your shares may be your single largest financial asset. With several major…
Incentive Stock Options Own Stock in a Company Planning an IPO? Here’s Answers to FAQs May 22, 2026 - Following headlines of imminent IPOs at prominent technology companies, such as SpaceX and OpenAI, employees and private market investors are looking to maximize their potential…