The Ithaka Group Q3 2026 Commentary
mohd izzuan/iStock via Getty Images Market Review and Outlook During the third quarter, equity markets largely consolidated their strong second-quarter gains amidst broad cross-currents. A noticeable market rotation away from the AI complex toward the broader market left our primary benchmark, the Russell 1000 Growth Index, largely range-bound. Performance across major indices reflected this “tug-of-war” between unyielding corporate earnings and macroeconomic friction. For the quarter, the tech-heavy Na ...