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Jun 11 2026

Leuthold Portfolios - May 2026

  • Jun 11, 2026

May’s equity rally remained narrow and AI-led. Core gained from equities and fixed income, Select Industries benefited from AI infrastructure exposure, and Grizzly held up relatively well despite the market’s strength.

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About The Author

Greg Swenson / Director of Equities

Greg Swenson Director of Equities

Greg is the Director of Equities at The Leuthold Group LLC. In addition to leading the team in evaluating investment opportunities, overseeing and managing risk, he is a Co-Portfolio Manager for Leuthold investment portfolios and an important contributor to the firm's research content.

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