It’s true that the S&P 500 currently exhibits high valuations, with the technology sector alone comprising over 40% of its market capitalization and driving concerns about valuations. Are those high multiples justified?

Several themes are currently shaping the investment landscape in the technology sector. While there is an abundance of short-term noise from tariffs, capital expenditure volatility and AI hype cycles, we are focused on structural trends that are likely to define sustainable long-term returns. Below, we outline five key discussion points that are top of mind for investors.

Labor market weakness has solidified expectations for the Federal Reserve to cut rates. Meanwhile, companies continue to deliver strong earnings growth, particularly in the technology sector. What does all this mean for 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.