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Latest insights
Markets and Economy Market pullback: Healthy reset, not bursting stock bubble
The downturn was concentrated in mega-cap growth stocks, even though many had strong earnings. We see it as skepticism about lofty valuations.
Markets and Economy Tech selloff amplifies the case for diversification
Today’s artificial intelligence trade isn’t a bubble yet, in our view, but the best potential opportunities in stocks may be outside of mega-caps.