Commentary

A rotational shift in U.S. equity leadership has persisted in 2026.

by Adam Steffanus, CFA on March 31, 2026

Early-year leadership signals continue to hold. Towards the end of 2025, there were widely noted rotational undercurrents affecting sentiment and positioning among equity markets participants. By the 30th trading day of 2026, we called out a meaningful shift in U.S. equity leadership …

Read More