Jody Robinson

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Investors have plenty to celebrate as the S&P 500 surpassed 7,500 for the first time, supported by strong earnings growth, AI enthusiasm, and renewed IPO activity.

At the same time, rising interest rates and elevated valuations are reminders that markets never move higher without challenges. Higher bond yields are also creating new opportunities for income and diversification across portfolios.

While technology continues to lead, maintaining balance across sectors and asset classes remains critical in today’s environment.

Strong markets create opportunity.
Diversification helps manage the risks that come with them.

Read this week’s to learn more:

Portfolio Manager Insights | Portfolio Perspectives: Tech Stocks, IPOs, and Higher Interest Rates — 5.27.26 An important yet counterintuitive issue for investors is that long-term interest rates have risen despite the Fed’s latest cuts. Why is this happening and how does it impact investor portfolios?