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On The Mark: Risks of Excess Cash
On The Mark: Risks of Excess Cash

Key Takeaways Investors sought safety in cash following the 2022 bear market driving a record of $6 trillion in cash. Investors holding excess cash missed opportunities in the 2023 market and could miss potential opportunities for greater return in the future....

The “Artificial” Magic in the Stock Market Rally
The “Artificial” Magic in the Stock Market Rally

Key Takeaways o The stock market rally has been driven by a narrow group of stocks in 2023. o Narrow leadership can persist for a while and be painful for investors with diversified portfolios as trends in markets shift over time. o Investors should be mindful of what...