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Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.

A narrative spun that a recession was nearly unavoidable for a country that had become so dependent on a trade partner who now looked...

Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.