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Institutional Investing / Macro Insights
Q3 2025 Executive Summary
Three quarters into 2025, global markets are clocking new highs—on track for the solid bull market year we forecast. While we remain bullish, now is a time to remain even-keeled as investor optimism stirs. Stocks have plenty to like in an overall fine global backdrop, yet there is also plenty to watch.
Three quarters into 2025, global markets are clocking new highs—on track for the solid bull market year we forecast. While we remain bullish, now is a time to remain even-keeled as investor optimism stirs. Stocks have plenty to like in an overall fine global backdrop, yet there is also plenty to watch.

