2025 Investment Outlook
As we approach the midpoint of the 2020s, we think that one of the biggest questions on investors’ minds is whether equity markets can continue to push higher after two strong years. Our view is that markets can continue to perform well in 2025, and we expect a number...
The Mid-Cap Comeback
As we approach 2025, notable shifts are occurring within the equity markets. After a strong period led by the so called “Magnificent 7”, the seven largest stocks in the S&P 500, the performance differential between these tech leaders and the rest of the S&P...
Riding the Red Tide: U.S. Election and Financials
With the U.S. election now in the rearview mirror, investors have begun to assess the likely policies that we will see from a Republican-controlled government over the next two years. While some policy uncertainty remains, it is clear that the financial sector has...