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The rally in 2025 and throughout the longer bull market cycle has been uneven with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.
After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.
Key themes have the potential to shape economic developments and drive certain sectors for decades to come.
Your peace of mind is our top priority. Clients of The Arnautovitch Group get exclusive access to Arnau Weekly, a market update from our team, always written with your portfolio in mind.
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