After years of outperformance, the U.S. underperformed other regions during the first quarter. While the debate over whether U.S. exceptionalism can persist continues, the U.S. has resumed its leadership since mid-April—led by the technology sector.

Investment portfolios with concentrated positions can pose significant risks to long-term investment goals. Here’s how you can diversify a concentrated portfolio.

After a 20% decline, the stock market is back to where it started the year. What could improved confidence, relatively high productivity and favorable earnings mean for U.S. equities moving forward?

Head of Alternatives Investment Strategy Joanna Berg explores several major themes driving opportunities for growth and diversification among alternative investments. Due to their ability to enhance returns, generate attractive income and provide diversification in any market environment, alternatives are playing an increasing role in investor portfolios.