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Wealth Management Quarterly
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Market Update with Jim Allworth

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

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.

More but less

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

Quarter-century crossroads

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

Life reimagined: The biotech revolution and longevity

August 29, 2025 |Frédérique Carrier

There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.

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Market Update with Jim Allworth

Recent Posts

Life reimagined: The biotech revolution and longevity

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