If you haven’t looked at US equity markets recently, you may be surprised when you do. The S&P 500 is up a staggering 16.3% in the quarter and 11.3% on the year. A client asked this week what sectors have been leading to the market’s stunning recovery from its lows earlier this year. As a […]

As we’ve discussed every week thus far in 2026, it has been a wild start to the year as far as markets and the economy are concerned. This is leading to all sorts of new topics coming to the surface. A client asked about one of these subjects this week – Sector Rotation. What are […]

During a quarterly review meeting recently, a client asked why we include a schedule showing the sector weighting of their portfolio versus the sector weighting of the S&P 500. It was a great question and one I thought was worth diving into this week. First, a few definitions: S&P 500 index – this is a […]