Electrification has become a national security question
'A well-balanced portfolio should also take in the broadest possible range of growth opportunities'
'It is clear that the world has changed and government spending is being redeployed'
'It's a complex backdrop for investors'
'There are reasons to be nervous about the largest companies in the index'
'2025 has been a salutary lesson in the difficulty of timing markets'
'Investors need to be aware of the potential vulnerability of the dollar'
'The fixed income market is in an odd place'