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Economic cycle Interest rates Portfolio strategy Advised Retail Program iStrat Active management Article
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Chart in Focus: What does the rate cut mean for equities and bonds?

Are rate cuts positive? On the heels of the much-anticipated initial Fed cut, in this article we look to historic precedent for where the markets could go in the coming months.

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Multiple authors

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3 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
155152960
Active management Growth Equity Macro and market Advised Retail Program Asia advised retail USA Wealth Article
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: Broadening earnings growth signals healthy US equity market

Over the past year, the markets have seen the companies best poised to harness and benefit from new innovations within artificial intelligence rewarded accordingly.  Can this signal more upside for the entire US equity market?

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By

Nick Samouilhan, PhD, CFA, FRM

Alex King, CFA

event
3 min
Article
2025-07-31
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