Steen's Blog

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

Dec 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

Dec 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

Dec 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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Europe in the age of trade uncertainty

Nov 28, 2025 | Frédérique Carrier

The longstanding relationship between the U.S. and Europe is changing, with deep consequences for the euro area and its economy. We look into the impact of this metamorphosis on the corporate sector and discuss the related investment opportunities.

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