News

Brad here. One of the big market topics these days is how concentrated the stock market indices have become, with a handful of companies composing a larger and larger part of each index. This is certainly a problem—but why? And what do we do about it? In today’s post, my colleague, Wayne Richardson, has some thoughts on both. Thanks, Wayne!

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My colleague Sam Millette, director, fixed income on Commonwealth’s Investment Management and Research team, helped me put together this month’s Market Risk Update. Thanks for the assist, Sam! Let’s take a closer look.

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Each week, we break down the latest U.S. economic reports, including what the results mean for the overall health of the economy. Here, you will find how economists’ forecasts compare with actual results, key takeaways to consider, as well as a list of what’s on tap for the week ahead.

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This has been a busy week, with a number of developments that, at first glance, seem concerning. But how worried should we be? Let’s get right to what mattered.

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My colleague Sam Millette, director, fixed income on Commonwealth’s Investment Management and Research team, helped me put together this month’s Economic Risk Factor Update. Thanks for the assist, Sam! Let’s take a closer look.

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Brad here. One of the things I have learned is that while history doesn’t necessarily repeat itself, it does rhyme—even in the financial markets. My colleague, Tom Logue, is a student of how the market behaves. Here, he lays out some reasons for optimism as we enter the fall. Thanks, Tom, and I hope you are right!

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