Take Stock: Q4 2025 Edition

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, CEO Nick Wilwerding and CIO Jack Holmes share perspectives on earnings expectations, the growing importance of capital expenditures, early signs of productivity improvements, and context for today’s market concentration.    

DISCLOSURES: Important disclosures may be found on our Disclosures page.