Recession, Interest Rates, Inflation, Elections and a lot more planned for 2024. In today’s insightful Q&A session as we delve into the economic landscape, global market dynamics, and the trajectory of interest rates in 2024 and beyond.

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.

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?