Global Insight Monthly

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  • Key forecasts
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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.

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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.

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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.

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