27 Jul 2021

2nd Quarter Charts 2021

Overseas Economic Data is Surprisingly Strong The U.S. economy has been very strong this year, but it looks like U.S. GDP peaked in the second quarter and will decelerate going into 2022. However, global GDP growth is likely to strengthen in the second half of the year, driven by accelerating growth outside the United States. […]

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01 Oct 2020

3rd Quarter Charts 2020

Asset Class Returns The S&P 500 is Highly Concentrated at the Top The outperformance of FANMAG stocks means concentration within the index has soared to record highs. The top 10 stocks in the S&P 500 make up a record 28% of the total market cap of the index. The top names in the index have […]

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