Insights & News

Unique insights for evolving markets.

Featured Insights & News

Webcast | July 13th 2026

Webcast: Market Views 2Q26

Q2 2026 was the strongest quarter for equities in six years, with major indices reaching new highs across market caps and styles. But underneath that headline number was a narrower story: single-sector dominance, extended momentum, and small cap leadership driven largely by unprofitable, heavily shorted names.

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Insights | May 14th 2026

A Disciplined Approach to Mid Cap Growth

Growth investing in 2026 demands more precision. Inflation has reaccelerated, the Fed has moved from cuts to hold, and geopolitical disruption, most acutely the escalation involving Iran, has introduced new uncertainty into energy markets and the broader macro outlook.

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Insights | May 13th 2026

Health Care’s M&A Moment

Health care dealmaking accelerated sharply in the first quarter of 2026, and we believe the structural forces behind that activity are still in early innings. Large pharmaceutical companies are facing a pipeline problem that cannot be solved organically.

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Insights | April 15th 2026

Software Under Siege: Navigating AI Disruption

The software sector is facing its most fundamental repricing in over two decades. Unlike prior corrections where concerns, today's fear is structural obsolescence. The market isn't asking "how much slower will they grow?” it's asking, "will they exist?"

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Webcast | April 14th 2026

Webcast: Market Views 1Q26

Q1 2026 started with the broadening we anticipated: small caps leading, the ISM breaking above 50. Then Iran closed the Strait of Hormuz and everything shifted. CEO Will Muggia reviews the quarter and explains why the underlying investment thesis remains intact.

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Insights for today. Perspectives for tomorrow.

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Insights & News Archive

Insights

Feb 12th 2026

Mid Cap Growth: Navigating Market Extremes with Discipline

2025 marked the fifth consecutive year the median Mid Cap Growth manager underperformed the benchmark. The message is clear: being average in Mid Cap Growth is not good enough. Today’s Mid Cap Growth benchmark demands a comprehensive approach.

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Webcast

Jan 6th 2026

Year-in-Review & 2026 Outlook

After a tariff shock, a rapid recovery, and a full year shaped by extreme concentration, CEO Will Muggia reviews what drove markets in 2025 and explains why 2026 is set up to reward selectivity and fundamental discipline over broad beta exposure.

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Insights

Nov 21st 2025

Market Pressures Flagged in 3Q Are Emerging

On our 3Q webcast, we highlighted several areas that made the market feel increasingly vulnerable: narrow leadership, heavy retail participation, and speculative pockets that had gone parabolic. Over the past few weeks, many of the issues have begun to surface.

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Webcast

Oct 16th 2025

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. Our quarterly webcast explores what comes next.

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Insights

Sep 29th 2025

Health Care: From Sector Laggard to Long-Term Leader

Fear and rhetoric have weighed heavily on Health Care equities, but we believe this has created a compelling entry point. With valuations at multi-year lows, pipelines maturing, and secular drivers intact, the sector is, in our view, positioned for a multi-year recovery.

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Insights

Aug 26th 2025

Broadening Market: Small Caps Poised to Lead

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, health care, and cyclicals.

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Webcast

Jul 15th 2025

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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Webcast

Apr 9th 2025

1Q25 Review & Outlook

Q1 2025 saw a sharp market reversal—early gains gave way to steep losses after the U.S. imposed aggressive new tariffs.

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Insights

Mar 6th 2025

Peak Uncertainty – A Tumultuous Start to 2025

The S&P 500 has erased all post-election gains, shedding $3.4T in value. Weak breadth, inflation, and policy risk are weighing on sentiment—yet a capitulation phase has yet to hit. Read our full take on what’s next.

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Webcast

Jan 8th 2025

Year-in-Review & 2025 Outlook Webcast

AI led ’24 gains, but rising rates and sentiment risks loom. Watch our webcast for Westfield’s full outlook.

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Webcast

Oct 15th 2024

3Q24 Review & Outlook Webcast

Breadth improved, rates fell, and small caps caught a bid. Watch our webcast for Westfield’s full Q3 outlook.

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Webcast

Jul 11th 2024

2Q24 Review & Outlook

Record concentration in mega caps dominated Q2. Watch our webcast for Westfield’s take.

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Unique insights for evolving markets.

Featured Insights & News

Webcast: Market Views 2Q26

A Disciplined Approach to Mid Cap Growth

Health Care’s M&A Moment

Software Under Siege: Navigating AI Disruption

Webcast: Market Views 1Q26

Insights for today. Perspectives for tomorrow.

Subscribe to Westfield Insights.

Insights & News Archive

Mid Cap Growth: Navigating Market Extremes with Discipline

Year-in-Review & 2026 Outlook

Market Pressures Flagged in 3Q Are Emerging

Market Views 3Q25

Health Care: From Sector Laggard to Long-Term Leader

Broadening Market: Small Caps Poised to Lead

Market Views 2Q25

1Q25 Review & Outlook

Peak Uncertainty – A Tumultuous Start to 2025

Year-in-Review & 2025 Outlook Webcast

3Q24 Review & Outlook Webcast

2Q24 Review & Outlook

Insights for today. Perspectives for tomorrow.