Thought Leadership

Learn more about our outlook for 2025.

While there is still uncertainty about the full scope of President-elect Donald Trump’s trade policy, tariffs will likely be a cornerstone to address the perceived unfairness of …

While U.S. market concentration remains high, index constituent participation caught fire in the second half of the year. As shown in the chart, 2023 saw just 27% …

In the week following the 2024 U.S. election, with results of a strong Republican wave,1 small cap indices almost doubled the rally of large cap indices, reaching …

GIM Appoints Elizabeth Eldridge as President PHILADELPHIA, November 1, 2024 — Glenmede Investment Management (GIM), an independently owned boutique asset management firm, today announced the appointment of …

Market Review: Third Quarter 2024 What We Know: Q3 2024 Recap U.S. equity markets continued their bull-market rally with the S&P 500 Index finishing Q3 2024 with …

Our analysis of S&P Composite returns from 1871 to Present – a span of over 150 years – shows that September has been unmistakably the weakest month …

While the Q2 2024 earnings season has been favorable for U.S. large cap stocks, the Magnificent Seven1 (Mag 7) earnings surprises failed to maintain their magnificence relative …

A volatility-adjusted five-day outperformance for small caps in mid-July could bode well for their continued outperformance. We believe higher quality small caps offer an attractive risk/reward relative to passive large caps.