US Indices
As the third quarter of 2025 draws to a close, the financial markets are bracing for a series of crucial rebalancings across major US indices, including the S&P 500, Nasdaq, and the Russell family. These periodic adjustments, far from mere administrative tasks, are pivotal events that can trigger
Market Rebalancing
The financial markets are currently undergoing a profound and structural transformation, aptly termed the "Great Rebalancing." This pivotal shift signifies a deliberate rotation of capital away from the concentrated leadership of mega-cap technology and AI-driven stocks, which have predominantly dictated market performance for an extended period. Instead, capital
Small-Cap
A significant resurgence is currently underway in the small-cap and value stock segments of the market, gaining considerable momentum in mid-2025. After a prolonged period where mega-cap growth stocks, particularly in technology, dominated market returns and saw their valuations soar, investors are now recalibrating their portfolios. This shift is largely