Global Insight Monthly

GI Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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Narrow path

The “Great Narrowing”: S&P 500 concentration

Over the past decade, the S&P 500, which has historically been viewed as a balanced cross-section of the U.S. economy, has slowly transformed into a tech- and AI-dominated index. We believe this “Great Narrowing” should be top of mind for investors.

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Julie Asher bio photo

Julie Asher, CFP®

Senior Vice President - Branch Director, Portfolio Manager

406-255-8749
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Sally Hedrick

Sally Hedrick

Senior Vice President - Financial Advisor, Portfolio Director

406-255-8758
Hailey Jacobs bio photo

Hailey Jacobs, APP

Investment Associate

406-255-8770