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Broadly speaking, it's fair to say that 2026 has not played out the way that most advisors and investors expected it to. Geopolitical conflicts have arisen, gas prices remain rocky, and some worry inflation could be making a comeback.
Given that the S&P 500 is continuing to approach new all-time highs, it should not come as a particular surprise that some advisors and investors are trying to better understand where equity valuations are sitting. Are valuations getting far too high, or are conditions simply continuing to work in favor of U.S.
Those looking to harness the best long-term opportunities in the equity market are likely keeping a close eye on how the AI sector is doing. After all, momentum in the AI space proved to be a key driver of the market in 2025.
What should advisors and investors expect for the global economy through 2026? Given the many macroeconomic factors at play, figuring out the best path forward is not straightforward.
It certainly seems like conversations around how tariff policy is going to affect both the markets and the U.S. economy as a whole won't be slowing down any time soon. Towards the tail end of September, President Trump announced a new round of tariffs on a slew of different goods.
Looking ahead, how should advisors and investors seek to position their U.S. equity portfolios? The answer to that question may be a bit more murky than one would traditionally anticipate.
Diversification isn't the only strategy that can help one's portfolio overcome potential uncertainty within the U.S. economy. That statement may come as a surprise to some.
Recent economic reports seem to suggest the mixed signals for the U.S. economy are not going to abate any time soon. Back at the start of August, the July jobs report was released, showing that nonfarm payrolls only increased by 73,000 for the month.
SEC filings for BKCG aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.