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What were the highlights from the US second quarter 2025 earnings season?

28 August 2025

US corporate profits in the second quarter (Q2) of 2025 have proven resilient, with the S&P 500 reporting 12.9% earnings growth and 80% of results exceeding investor expectations1. However, results…

How is AI impacting the Magnificent 7’s performance?

25 July 2025

How have the Magnificent 7 fared in 2025? The Magnificent 7 tech stocks, Nvidia, Microsoft, Apple, Amazon, Meta, Tesla, and Alphabet, now account for around 35% of the S&P 500…

Magnificent 7 Dominance Continues: But is the S&P 500 overly concentrated?

13 January 2025

What has driven the market’s returns? The S&P 500 has posted consecutive years of over 20% gains for the first time since the late 1990’s,[1] with the so-called ‘Magnificent 7,[2] stocks…

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