Ultra-high-net-worth investors aren’t retreating from risk. They're redefining it, balancing safety with selective conviction ...
The barbell strategy. It's not a gym bro thing, but rather, it's an increasingly common bit of investing advice from some of the market's top strategists amid fears of an AI bubble. It refers to an ...
The S&P 500 has risen 5.3% year-to-date, hitting record highs despite geopolitical tensions. Investors are increasingly ...
The trend indicates that investors are employing a barbell strategy, i.e., allocating money between two ends: more conservative assets such as bonds for safety, and riskier assets such as equities for ...
April 2026 saw semiconductor ETFs post their strongest monthly performance on record, with iShares SOXX up 40.4% and VanEck SMH up 32.2%. The rally came amid a broader 'barbell' investment pattern, ...
For much of the past decade, investing globally often meant accepting lower returns in exchange for diversification. US equities delivered superior earnings growth, deeper liquidity, and consistent ...
After a sluggish start, the Treasury yield curve steepening gained momentum in late 2025 as the Federal Reserve cut rates by 75 basis points over three months, driving short-term yields lower. With ...
Destination Wealth Management’s Michael Yoshikami on positioning portfolios for the next wave of AI-driven investing Got a confidential news tip? We want to hear from you. Sign up for free newsletters ...