Take Stock: Q3 2025 Edition

As the Fed begins cutting rates and many corporate earnings defy expectations, markets are revealing a new hierarchy of performance. In this quarter’s Take Stock video, CEO Nick Wilwerding and CIO Jack Holmes explore what’s driving returns, from the resilience of certain large-cap leaders to the unexpected rise of unprofitable small caps and in our view, what these trends may mean for investors moving forward.

DISCLOSURES: Thought Leadership Disclosures

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