Insights: posthighlight

Indexes & Model Portfolios

Beyond the Builders: Investing in the Next Phase of the AI Revolution

How the Barron’s 400 reveals a broader opportunity emerging beneath today’s concentrated market leadership. For much of the period following...

July 30, 2026

Indexes & Model Portfolios

Beyond Mega Caps: Barron’s 400 and the Importance of Diversification in U.S. Equities

For much of the past decade, U.S. equity returns have been increasingly concentrated in a relatively small group of large...

June 11, 2026

U.S. Equities

MarketGrader U.S. Core Indexes, Q1 2026 Update: Broad and Persistent Outperformance vs. Active Peers

MarketGrader continues to deliver strong results relative to actively managed peers across U.S. equities. Complementing our benchmark-based report cards, MarketGrader...

April 30, 2026

Global Equities

MarketGrader Global Indexes: Q1 Performance Outpaces U.S. Equities

MarketGrader’s Global Indexes delivered a more resilient performance than their U.S. counterparts in the first quarter of 2026, with broad...

April 17, 2026

Indexes & Model Portfolios

MarketGrader U.S. Indexes: A Challenging First Quarter in 2026

MarketGrader Indexes started the year on a strong footing but faced a very challenging March following the outbreak of war...

April 15, 2026