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Institutional Investing / Macro Insights
Q3 2026 Executive Summary
Third Quarter Market Perspectives Executive Summary. Inside, you will find a summary of market activity and our market outlook.
Third Quarter Market Perspectives Executive Summary. Inside, you will find a summary of market activity and our market outlook.
Global markets’ rise continued in Q3, ending the quarter with the MSCI ACWI gaining 1.7%, bringing returns to 13.4% year to date.1 Summer volatility frustrated many, exemplifying this year’s fits and starts. Yet patience paid off, and we expect it continue doing so. The Midterm Miracle is here—historically bringing a period of solid gains with the potential to transform a good year to great.
1 Source: FactSet, as of 10/06/2026. MSCI ACWI Index return with net dividends, 06/30/2026-09/30/2026 and 12/31/2025 – 09/30/2026.
