Markets continued their climb in Q3 2025, driven by strong corporate earnings, cooling inflation, and renewed policy tailwinds. In our latest Brinker Capital Asset Class Outlook, Chief Investment Officer Tim Holland, CFA, reviews the quarter’s highlights — from small-cap strength and global equity gains to the Fed’s latest rate moves — and outlines what may lie ahead as we close out the year.

Explore our detailed views across equities, fixed income, alternatives, and real assets, along with the latest Brinker Barometers summarizing our positioning for the months ahead.

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The CFA® is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org.