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.

The S&P 500 uptrend reached an all-time high, but there could be more challenges in Q3 and Q4. With market cap concentration, seasonality trends, and valuation concerns, is it time to rebalance your portfolio?

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.