Insights

The Biggest Companies Dominate 2023: Top companies like Apple and Microsoft make up a big part of the stock market and have driven returns this year while most others are…

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Market Performance: Strong gains so far this year in large technology companies, with NASDAQ 100 Index up over 40% year-to-date, but mixed performance in other categories like dividend-paying and small…

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The largest US companies increasingly dominate the S&P 500 index. The largest seven now represent 25% of the index. Why is this important?

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Markets have staged a robust recovery in 2023. Through mid-year, large US companies, as measured by the S&P 500 index, have gained 17%, led by technology stocks.

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Enthusiasm for artificial intelligence, amongst other factors, seems to be driving large technology companies significantly higher in 2023.

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A handful of large US technology companies have driven the market higher this year while the return for the average company is relatively flat.

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We may have seen our last Federal Reserve interest rate increase for this cycle as a result of fading inflation and the banking crisis in March which served to tighten…

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We are writing this update in response to the events that have shaken the banking world over the last number of days which began with the failure and FDIC takeover…

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In February, markets gave back some of their January gains as consensus expectations for interest rates moved higher. In other words, the US Federal Reserve may have more work to…

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Markets rallied in January as investors turned optimistic that inflation may be abating, the US Federal Reserve may soon pause its campaign of raising interest rates, and the economy has…

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