Q2 2025 saw a reversal of many first quarter factor trends as the general malaise surrounding US tariff policy impact seemed to moderate, the global tech rally resumed, and equities were up broadly.

Each quarter, corporate America opens its books, and the numbers tell the story. Earnings reveal which companies are thriving, which are struggling, and where the economy is headed next. Business ...

Russell 1000 outperformed Russell 2000 in Q2, consistent with the 12M trend. Segmenting Russell Top 200 resumed its outperformance of Russell Midcap, after lagging during Q1. Both large-cap and ...