Markets appear to be taking a much-needed breather over the past few weeks following what had been a surprisingly blistering rally in many of the Large Cap Growth names. While …

Kensington Market Insights - August 10th Market Insights is a weekly piece in which Kensington’s Portfolio Management team will share interesting and thought-provoking charts that we believe provide insight into …

AI Fueled Exuberance Leads Market Rally The equity market in the first half of 2023 was dominated by 7 stocks that were all mega-cap technology stocks. These 7 stocks drove …