Market Observations

January 9, 2026 | 10 min

2025 Global Equity Review and 2026 Outlook

2025 Global Equity Review and 2026 Outlook Executive Summary Global equity markets posted robust gains in 2025, with the MSCI All Country World Index...

October 5, 2025 | 9 min

Q3 2025 Equity Market Observations

Third Quarter 2025 Equity Market Observations: Rotation, Realignment, and Restructuring Executive Summary Equity markets in Q3 2025 shifted meaningfully as U.S. leadership expanded beyond...

Uncategorized July 15, 2025 | 6 min

Q2 2025 Equity Market Observations

What Happened in Q2? U.S. large-cap stocks outperformed small-caps, with the S&P 500 Index gaining 10.9% compared to the Russell 2000 Index, which rose...

April 7, 2025 | 5 min

Q1 2025 Equity Market Observations

The first quarter of 2025 brought significant volatility to U.S. equity markets due to geopolitical tensions and resurgent protectionism that disrupted global trade dynamics....

October 31, 2023 | 4 min

Is the Magnificent Seven’s Grip on Markets Fading?

After a bullish start to the year, equity markets turned back from recent highs in the third quarter. The prospect of lingering inflation and...

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