Featured image for article S&P 500 rally: When a rising tide lifts some boats more than others

S&P 500 rally: When a rising tide lifts some boats more than others

December 05, 2025 |Kelly Bogdanova

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.

Read more

More but less

December 02, 2025 |Jim Allworth

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

Read more

Quarter-century crossroads

December 02, 2025 |Eric Lascelles

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

Read more
Europe in the age of trade uncertainty

Europe in the age of trade uncertainty

November 28, 2025 |Frédérique Carrier

The longstanding relationship between the U.S. and Europe is changing, with deep consequences for the euro area and its economy. We look into the impact of this metamorphosis on the corporate sector and discuss the related investment opportunities.

Read more

It's Financial Literacy Month!

November 26, 2025 |Vince Boschman
November is financial literacy month – a reminder that even small steps towards understanding your finances can make a big difference over time. Our team at Boschman Wealth Partners has put together some resources, practical tools, and insights to help...
Read more

Building on a narrow base

November 21, 2025 |Atul Bhatia, CFA

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

Read more

Power tools

November 17, 2025 |Atul Bhatia, CFA

The White House has made broad interpretations of existing legislative authority to make unilateral policy moves. We examine how this centralized ad hoc decision-making raises structural concerns and how the economic policy framework may evolve.

Read more

2025 Federal Budget - Key Points

November 10, 2025 |Vince Boschman
It has been more than 18 months since Budget 2024 – and nearly a year since the previous government’s ill-fated Fall Economic Statement – and much has changed in the interim. There is a new government in Ottawa with campaign promises to deliver on and...
Read more

A Year in Review: Rate cuts, AI, & Tariffs

November 07, 2025 |Vince Boschman

It’s hard to believe we’re already heading into the last six weeks of 2025.

Read more

The U.S. dollar in transition: Cyclical volatility meets structural shifts

November 07, 2025 |Joseph Wu, CFA

The greenback’s volatile year underscores the interplay between cyclical drivers and longer-term valuation challenges—factors that could have implications for global equity leadership.

Read more