For much of the past decade, a portfolio centered on US mega-cap growth stocks felt like the only winning strategy, while diversification across value, small-cap, and international equities lagged behind. However, the 12 months ending August 31, 2026, brought a dramatic shift, with emerging markets and value stocks taking the lead. This “Value-able Year” serves as a powerful reminder that market leadership is cyclical, and valuations and concentration matter. Read our latest research paper to discover why broad diversification remains an essential principle for navigating these changing market dynamics.

To read our full white paper, please contact us at [email protected].