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Insights |

Market Pressures Flagged in 3Q Are Emerging

Many of the vulnerabilities we flagged in Q3 are now emerging, with speculative areas unwinding and leadership broadening into higher-quality sectors like Health Care and Financials. We remain focused on companies with durable balance sheets and improving earnings as the market shifts toward a more selective, fundamentals-driven backdrop.

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3Q25 Review & Outlook Webcast. Will Muggia, CEO, in his office
Webcast |

Market Views 3Q25

Markets pushed to new highs in Q3, powered by Fed easing, resilient earnings, and record AI investment. But narrow leadership, surging retail speculation, and stretched sentiment paint a more fragile picture beneath the surface.

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Health Care’s Underperformance Sets the Stage. Wheel of test tubes under blue lighting.
Insights |

Health Care: From Sector Laggard to Long-Term Leader

We believe Health Care currently offers some of the most attractive secular growth opportunities in U.S. equities, particularly given low absolute and relative valuations.

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Broadening Market: Small Caps Poised to Lead. Sailboat hitting a headwind.
Insights |

Broadening Market: Small Caps Poised to Lead

After years of lagging, small caps may finally be positioned for a turn. Valuations are at generational lows, earnings have turned positive, and expected rate cuts could provide an outsized tailwind. With market concentration at extremes, even modest rotation could drive powerful catch-up for small caps, Healthcare, and Cyclicals. We believe the risk today is tilted more toward being too bearish than too bullish.

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Market Views 2Q25. AI tech chip pattern in the shape of a brain
Webcast |

Market Views 2Q25

As of early July, the S&P 500 is up 26% off its April lows—fueled by AI momentum, strong earnings, and easing tariff fears. But with elevated valuations and surging retail speculation, the second half could look very different. Hear our full take on what’s driving the rally.

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