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Quarterly insights
Q4 2025: Market View Quarterly
Domestic equities ultimately delivered strong results, supported by resilient earnings across broader sectors and styles. International equities gained early leadership, outperforming during the initial tariff period due to attractive relative valuations and a sharply weakening U.S. dollar.
Jan 05, 2026
Quarterly insights
Q3 2025: Market View Quarterly
The U.S. economy remained resilient in the third quarter of 2025 despite several headwinds. U.S. equities held firm, buoyed by improved trade conditions and steady investor sentiment. Overall, the quarter highlighted an economy that remains steady and adaptable in the face of evolving risks.
Oct 01, 2025
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