Recent Insights
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SMID Cap Core 2Q 2026 Commentary Video Update
8/10/2026. Despite a strong second quarter for SMID-cap stocks driven by a narrow, risk-focused rally, the strategy's emphasis on high-quality businesses weighed on relative performance, while continued portfolio adjustments and attractive valuations reinforce confidence in the long-term opportunity ahead.
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Fixed Income 2Q 2026 Commentary Video Update
8/10/2026. Despite a strong quarter for equities and rising interest rates, the Johnson Core Fixed Income Strategy modestly outperformed its benchmark through its focus on high-quality corporate bonds, while maintaining a conservative posture amid tight credit spreads, evolving inflation trends, and uncertainty around future Fed policy.
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Equity Income 2Q 2026 Commentary Video Update
8/10/2026. Despite a strong market rebound led by a narrow group of technology stocks, the Johnson Equity Income Composite delivered positive returns while remaining focused on high-quality businesses, positioning the portfolio to benefit as market leadership broadens and earnings growth spreads across the economy.
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SMID Cap Core Equity Q2 2026 Strategy Commentary
7/27/2026. SMID-cap equities posted their strongest quarterly gain since 2020, driven by robust earnings growth and AI-fueled strength in Technology and semiconductor stocks, while Energy lagged as oil prices retreated following easing geopolitical tensions.
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Short Duration Fixed Income Q2 2026 Strategy Commentary
7/27/2026. Second-quarter markets were shaped by geopolitical uncertainty and evolving Fed expectations, with higher yields and resilient credit markets supported by strong economic fundamentals and corporate earnings.
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Intermediate Fixed Income Q2 2026 Strategy Commentary
7/27/2026. Second-quarter bond markets navigated geopolitical uncertainty, higher interest rates, and evolving Fed expectations, while strong economic fundamentals and stable credit conditions supported solid corporate bond performance.
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Equity Income Q2 2026 Strategy Commentary
7/27/2026. Second-quarter equity markets rebounded strongly as easing geopolitical tensions and continued enthusiasm for AI-driven infrastructure investment fueled broad gains, led by Technology and Industrials, while Energy lagged on falling oil prices.
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Enhanced Index Q2 2026 Strategy Commentary
7/27/2026. Second-quarter bond markets were influenced by geopolitical uncertainty and evolving Fed expectations, with higher yields offset by resilient credit conditions and strong corporate fundamentals that supported solid investment-grade bond performance.
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Core Plus Fixed Income Q2 2026 Strategy Commentary
7/27/2026. Second-quarter bond market performance was supported by resilient credit fundamentals and strong corporate balance sheets, even as geopolitical developments and evolving Fed expectations kept interest rates elevated.
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Core Fixed Income Q2 2026 Strategy Commentary
7/27/2026. Second-quarter fixed income markets reflected a balance between geopolitical risks, persistent inflation concerns, and resilient credit fundamentals, resulting in higher yields and stable credit spreads.
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A New Chair and New Tone at the Federal Reserve
A new era at the Federal Reserve may be taking shape. With a new chair, a new communication style, and a renewed focus on inflation, investors are reassessing what comes next for interest rates and bond markets.
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Fixed Income 1Q 2026 Commentary Video Update
4/27/2026. Early optimism gave way to geopolitical-driven volatility, as rising energy prices and inflation concerns pressured markets and rates, while a cautious, high-quality fixed income approach remains positioned for uncertainty and potential opportunities.
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SMID Cap Core 1Q 2026 Commentary Video Update
4/27/2026. Energy-driven volatility and rising rates weighed on first-quarter performance, with security selection—particularly in Technology and Industrials—driving underperformance, while the strategy remains positioned for opportunities amid resilient economic conditions and attractive SMID cap valuations.
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Equity Income 1Q 2026 Commentary Video Update
4/27/2026. A volatile first quarter saw shifting market leadership and energy-driven inflation pressures weigh on equities, while disciplined sector positioning supported relative outperformance despite headwinds in software and broader market declines.