Our Insights

Take Stock: Q4 Insights

Following three strong years for the equity market, expectations remain relatively high for 2026, underpinned by an acceleration of corporate earnings growth. In this 7-minute Take Stock update, Nick Wilwerding, CEO, and Jack Holmes, CIO, share perspectives on earnings expectations, the growing importance of capital expenditures, early signs of productivity improvements, and context for today’s market concentration.

Explore More of Our Insights