The bull market remains intact, and the opportunity set heading into 2026 is plentiful.2025 delivered another year of strong equity performance, with the S&P 500 up roughly 16% and the Nasdaq 100 gaining nearly 21% as of this writing. As in recent years, artificial intelligence was a key driver of returns, cementing itself as the most important business and technological shift since the internet. And it wasn’t just hype. Steady sales and earnings growth and ample liquidity also played a meaningful role in s ...