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Investment & Market Strategy

iCapital Market Pulse: The Path of Least Resistance is Still Higher, but with More Dispersion

Despite increased volatility and tariff headlines, equities have started the year strong. Solid economic and earnings growth support this trend, which is expected to continue. While we could see incremental headwinds, fundamentals suggest the path of least resistance for equities remains higher. Investors should be selective as we could see more dispersion within equity returns.