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Small-cap underperformance has historical precedent — but cycles turn. Click here to read more.

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Q2 2025 Equity Market Outlook

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Markets were recently rattled by three executive orders announcing tariff increases on Mexico, Canada, and China, marking an opening salvo of President Donald Trump’s trade war.

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In 2024, returns were strong across stocks and bonds, but push out to two years, and the S&P 500 produced its highest return since the go-go '90s.

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Geopolitical tensions and an uncertain inflation outlook rattled markets in the fourth quarter but U.S. stocks still managed to move higher.

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Historically, higher rates have exerted downward pressure on stock multiples, i.e. valuations. Read more here.

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Investors have rotated into defensive stocks amid elevated volatility, but is it too late to participate in the move? Click to read.

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As geopolitical tensions, shifts in trade policies and inflationary pressures remain elevated, investors may turn to less-correlated markets. Click to read.

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The general business activity index came in at -35.8, its lowest level since 2020. This marks a 19.5 point decline from the previous month and the third straight monthly decline.

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A well-planned defensive strategy can position equity portfolios to be resilient in a very harsh market environment.

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Hedged strategies and lower-beta themes can offer ways to stay in the market while reducing risk, and there may be good entry points in long-term secular growth themes. Click to read.

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Richmond Fed Manufacturing Activity Slowed Further In April