We hope you are enjoying the start of fall!
We are excited to share the recording of our Q4 2025 Webinar Review, where Jason Harrison, Partner and Chief Investment Officer at FAS Wealth Partners, discusses the latest market trends and economic insights shaping the close of 2025.
In this session, we explore:
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- Key headlines from the last quarter and their impact on markets
- Small-cap stocks outperforming large-caps and what it means for diversification
- The AI-capex boom and how technology investment is driving market leadership
- Corporate earnings strength and positive revision momentum across U.S. companies
- Tight corporate credit spreads and the implications for fixed income investors
- A cooling labor market with rising unemployment and slowing job growth
- The Federal Reserve’s rate-cutting cycle and its influence on economic momentum
- Mixed signals from GDP data and what they suggest about near-term growth
- Themes to watch heading into 2026, including AI spending, labor trends, and rate policy
- Why maintaining a long-term perspective remains crucial amid evolving market dynamics
Click here to view our important disclosures.