Nov 2, 2026
17 sec read
Added to Just Summit
Why the bull market may be changing, not ending
The bull market may be shifting leadership rather than ending.
Broader market strength is currently compensating for tech's recent struggles.
Firm Spotlight
Invesco market views, organized for advisors.
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226 summaries
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Nov 2, 2026
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Oct 29, 2026
17 sec read
Added to Just Summit
QQQ quarterly outlook report
QQQ underperformed the S&P 500 in Q3, returning just 0.53% versus 2.30%.
This was largely due to QQQ's tech concentration and underweight in energy, which benefited from rising prices linked to Middle East conflict.
Oct 26, 2026
21 sec read
Added to Just Summit
R&D: A long-term investment
The Nasdaq-100's R&D spending is a key differentiator.
Companies in this index invest a greater portion of their revenue in R&D than the broader market.
Oct 26, 2026
23 sec read
Added to Just Summit
How a digital tilt may help buffer against global tariffs
The Nasdaq-100's significant exposure to software and digital services, around 28%, offers a potential buffer against rising global tariffs.
These sectors are less impacted by physical trade barriers compared to goods-producing industries.
Oct 26, 2026
27 sec read
Added to Just Summit
Bonds, AI, and a bull market that has kept going
Treasuries are holding their safe-haven status, defying expectations that Middle East tensions would break the bond market's faith in the US.
Yields fell as geopolitical concerns rose, a clear signal investors still seek refuge in US debt.