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Institutional Investing / Macro Insights

Q4 2025 Executive Summary

A late-year rally brought global stocks’ returns near all-time highs. Numerous countries set new records as years of US dominance gave way to non-US outperformance, evidence this bull market is fueled by much more than just big US Tech and Tech-like stocks.

Fourth Quarter Market Perspectives Executive Summary. Inside, you will find a summary of market activity and our market outlook.

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