In this presentation, David Volpe, CEO of Emerald, is joined by Stacey Sears, Senior Vice President, and Joe Garner, Director of Research, to reflect on 2025 market performance and explore opportunities ahead.
The team discusses how a broadening earnings environment, accelerating innovation, and improving financial conditions are setting the stage for 2026—particularly for small cap companies. Key themes include AI infrastructure, industrial automation, healthcare momentum, M&A activity, and evolving consumer trends, all pointing to a wider and more diversified opportunity set.
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