Senior Vice President - Branch Director - Senior Portfolio Director Group - Institutional Consulting Group
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
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After years of small-cap underperformance relative to large-cap counterparts, the tide looks to be turning. We look at why investors shouldn’t overlook this aspect of the 2025 equity outlook as small caps seem poised to return to form.
Due to structural headwinds, we downgraded European equities to Underweight in December. Yet a number of catalysts could occur in Q1 that could be well received by equity markets. We peruse the opportunities that may emerge in European equities.