LPL: Assessing The Early-Year Rotation
From Market Giants to Broader Leadership: Early Signs of a 2026 Rotation As 2026 gets underway, one of the most notable developments in financial markets is a shift in leadership beneath the surface. After years of dominance by a narrow group of mega-cap technology stocks, the opening weeks of the year suggest a broader set […]
Visual Capitalist: 4 Key Themes Defining Markets
Market Outlook: Four Forces Shaping Global Markets in 2026 As investors look ahead to 2026, the forces influencing markets are already taking shape. From geopolitical realignments to the accelerating impact of artificial intelligence, the coming year will be defined by how several powerful trends intersect—not by any single factor acting alone. Below are four themes […]
John Hancock: Weekly Market Recap Week Ended January 23
U.S. GDP upgrade The U.S. economy’s rapid growth in the third quarter of last year was slightly more robust than initially estimated. The government’s updated figure put the quarter’s annual GDP growth rate at 4.4%, up from a previous estimate of 4.3%. The result was up from a 3.8% rate in the second quarter and […]
LPL: Can Mining Stocks Maintain Their Shine?
Can Mining Stocks Keep Their Momentum? Precious Metals Start 2026 on Strong Footing Precious metals have wasted no time carrying their strength into the new year. Gold has already reached multiple all-time highs in early 2026, climbing above $4,600 per ounce and gaining more than 6% year-to-date. Silver has also continued its impressive run, regularly […]
Visual Capitalist: How The Gold Rally Is Playing Out Around The World
How the Global Gold Rally Is Unfolding Across Currencies Gold’s recent surge has captured investor attention, particularly in U.S. dollar terms. But when you zoom out and look at gold through a global lens, the rally appears even broader — and in many cases, more compelling. While headlines often focus on dollar-based performance, gold has […]
John Hancock: Weekly Market Recap Week Ended January 16
Earnings kickoff The big U.S. banks that opened earnings season reported mixed results. As of Friday, analysts projected that financials sector earnings rose 6.6% in the fourth quarter—slightly below the 8.2% average gain that’s forecast across all 11 sectors in the S&P 500, according to FactSet. Information technology is expected to post the strongest earnings […]
John Hancock: 2026 Fixed-Income Outlook
2026 Fixed-Income Outlook: Opportunities Amid an Uncertain Landscape The past year reminded bond investors just how quickly conditions can change. As we move into 2026, uncertainty remains part of the picture — but so does opportunity. We continue to see strong reasons for optimism around the role that core and core-plus fixed income can play […]
Visual Capitalist: Winners And Losers In U.S. Stocks Over The Last Year
Winners and Losers in U.S. Stocks Over the Past Year The U.S. stock market delivered another strong year, marking the S&P 500’s third consecutive year of gains above 15%. However, performance across sectors and individual stocks varied widely. While some industries benefited from artificial intelligence, higher interest rates, and global demand, others struggled to keep […]
John Hancock: Weekly Market Recap Week Ended January 9
Fast start The major U.S. stock indexes produced gains of around 2.0% in the first full trading week of 2026. The S&P 500 and the Dow surpassed record highs set two weeks earlier, and the NASDAQ climbed to within 1.2% of its historic peak set more than two month ago. Metals shine Precious metals […]
Capital Group: 2026 Investment Outlook
Capital Group’s 2026 Outlook highlights a shifting market environment where investment opportunities are broadening beyond just U.S. technology and AI stocks. The report points to a more resilient global economy, supported by easing policy uncertainty, stimulus-driven growth, and improving international market momentum—particularly in Europe and parts of Asia. At the same time, it warns that […]