Strong Growth, Emerging Cracks

Published on November 7, 2026

The big story last week? The Federal Reserve paused despite stronger growth and persistent inflation. It was a hawkish pause, with a December hike still the base case, according to Franklin Templeton Fixed Income. Third-quarter gross domestic product showed the US economy's resilience, but also its growing dependence on artificial intelligence investment, and household purchasing power took a hit.

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The Innovation Spillover: Capturing Tech Beyond U.S. Megacaps

November 7, 2026
In recent years, getting tech exposure was easy. You bought an index fund, whether a mutual fund or an ETF, and let the biggest names carry the portfolio. Now, those names make up such a significant share of large-cap indices that advisors are getting nervous. Indeed, many are looking elsewhere for the next stretch of compounding growth typically associated with the tech sector.

It’s Not Tech: Energy Leads the S&P 500

November 7, 2026
Traditionally speaking, when one is choosing to lean into a particular sector of the equity market, they’re going to want to lean into the one that’s offering the best performance.