Where to Invest in 2026: Top Five Secular Growth Trends

Published on December 26, 2025

AI remains the economy’s most powerful growth engine, but our Small Cap Growth team believes several other areas are also likely to deliver significant upside in the near-to-medium term.

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Bonds Starting to Offer More Diversification

December 26, 2025
In this article, Russ Koesterich discusses recent changes to stock/bond correlations and the impact that inflation, or a lack thereof, can have on this dynamic.

The Answer to the Curve Steepener: Active/Passive Barbell

December 26, 2025
As we get ready to close out 2025, one stand-out trend in the U.S. Treasury (UST) market has been the steepening of the yield curve. The question now is whether this trend will continue into 2026, and if it does, how should investors position their bond portfolios?