Mega cap tech stocks continue to outperform, but could this be causing client portfolios to become unbalanced?

Mega cap tech stocks continue to outperform, but could this be causing client portfolios to become unbalanced?

The U.S. economy has remained resilient, fueled by strength in the labor market and solid consumer spending. However, debate continues about the likelihood and severity of a U.S. recession.

The U.S. economy has remained resilient, fueled by strength in the labor market and solid consumer spending. However, debate continues about the likelihood and severity of a U.S. recession.

One of the keys to the investment success of Thrivent’s mutual funds is a portfolio management process we refer to as “systematic alpha.” It guides decisions in building and managing many of our portfolios.

One of the keys to the investment success of Thrivent’s mutual funds is a portfolio management process we refer to as “systematic alpha.” It guides decisions in building and managing many of our portfolios.

Searching for income in today’s market environment has become significantly easier over the past year, as the Federal Reserve (Fed) raised interest rates by 5.25% since early 2022.

Searching for income in today’s market environment has become significantly easier over the past year, as the Federal Reserve (Fed) raised interest rates by 5.25% since early 2022.

We get insights into Thrivent Income Fund from its portfolio manager and learn how flexibility drove performance across market environments.

We get insights into Thrivent Income Fund from its portfolio manager and learn how flexibility drove performance across market environments.

Kent White, CFA, VP of Fixed Income Mutual Funds, describes current fixed-income opportunities, how he’s positioned Thrivent Income Fund as a result, and how the Fund stacks up against its peers.

Kent White, CFA, VP of Fixed Income Mutual Funds, describes current fixed-income opportunities, how he’s positioned Thrivent Income Fund as a result, and how the Fund stacks up against its peers.

U.S. stocks rallied again in July, with both the S&P 500 Index and the NASDAQ Composite Index generating the strongest performance in the first seven months of a year since 1997. July’s performance was notable for seeing a rise in all 11 sectors of the S&P 500 Index, led by Energy, which was supported by a surge in oil prices over the month.

U.S. stocks rallied again in July, with both the S&P 500 Index and the NASDAQ Composite Index generating the strongest performance in the first seven months of a year since 1997. July’s performance was notable for seeing a rise in all 11 sectors of the S&P 500 Index, led by Energy, which was supported by a surge in oil prices over the month.

Thrivent Asset Management’s Steve Lowe, Chief Investment Strategist, and Jeff Branstad, Model Portfolio Manager, discuss how equities fared better than expected in the last quarter.

Thrivent Asset Management’s Steve Lowe, Chief Investment Strategist, and Jeff Branstad, Model Portfolio Manager, discuss how equities fared better than expected in the last quarter.

Thrivent Asset Management investment leaders discuss the latest in the fixed-income market, including Federal Reserve’s inflation-fighting policy and how that’s impacted Thrivent’s positioning in the credit markets.

Thrivent Asset Management investment leaders discuss the latest in the fixed-income market, including Federal Reserve’s inflation-fighting policy and how that’s impacted Thrivent’s positioning in the credit markets.

What major factors are driving the economy halfway into 2023? From AI buzz boosting mega caps to the effect of recent rate hikes, Thrivent Asset Management's chief investment strategist shares his general outlook for Q3.

What major factors are driving the economy halfway into 2023? From AI buzz boosting mega caps to the effect of recent rate hikes, Thrivent Asset Management's chief investment strategist shares his general outlook for Q3.

Where are the markets and economy heading? Thrivent’s chief investment strategist discusses the Federal Reserve, inflation, and his positioning in equities and credit.

Where are the markets and economy heading? Thrivent’s chief investment strategist discusses the Federal Reserve, inflation, and his positioning in equities and credit.

Read now for Thrivent Asset Management's view on some key factors influencing the economy and markets in the coming months for the third quarter of 2023.

Read now for Thrivent Asset Management's view on some key factors influencing the economy and markets in the coming months for the third quarter of 2023.

In the years ahead, financial advisors will need to be ready for the greatest generational transfer of wealth in American history.

In the years ahead, financial advisors will need to be ready for the greatest generational transfer of wealth in American history.

Be genuine, be confident in yourself, and be passionate in what you're selling to connect with prospects.

Be genuine, be confident in yourself, and be passionate in what you're selling to connect with prospects.

The tech-heavy Nasdaq Index had another strong quarter, rising 12.81% and bringing its year-to-date gains to 31.73%. Despite resilient economic growth, and expectations for sustained inflation, the Federal Reserve paused in its path to higher rates.

The tech-heavy Nasdaq Index had another strong quarter, rising 12.81% and bringing its year-to-date gains to 31.73%. Despite resilient economic growth, and expectations for sustained inflation, the Federal Reserve paused in its path to higher rates.

A strong labor market has helped both economic growth and market optimism, but in our view a slowdown and possible recession has most likely not been averted, just delayed.

A strong labor market has helped both economic growth and market optimism, but in our view a slowdown and possible recession has most likely not been averted, just delayed.