SMID Strategy - September 2026
October 12, 2026
Equity market returns were mixed for the third quarter, with market weighted large cap indexes up marginally, while the broader market declined. The S&P 500 rose +2.3%, the equal-weighted S&P 500 fell -1.9% while small caps fell -6% to -10%, depending on the benchmark. The primary factors impacting performance were a re-escalation in the Iran conflict, driving energy prices back up, and rising interest rates, particularly on the long end of the curve.
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Founded in 1984, Pinnacle Associates, Ltd. is a forward thinking, multi-billion dollar investment advisory firm focused on transparency and putting clients first. We provide advice to individuals and families, institutional investors and other financial institutions.
