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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.

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

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