Miller Value Deep Value Select Q3 2026 Commentary | EN590 Commodities
EN590 Commodities GroupMarket Analysis 2026-10-25T13:54:00-04:00
saifulasmee chede/iStock via Getty Images saifulasmee chede/iStock via Getty Images During the third quarter, the equity market became even narrower as market participants reacted to greater uncertainty. As we have seen over the past couple of years, rising Geopolitical and inflation concerns have led to increased market volatility. The ongoing conflicts in Ukraine and the Iran War have put upward pressure on energy prices, while interest rates recently increased across government maturities. With growing fears of stubborn inflation and higher interest rates, itâs not surprising that Mr. Market recently favored larger market cap equities. During the quarter, the 30 largest US Stocks as a percent of the Total US Market Capitalization climbed to a new record at 50%, which is one-third high
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