Michael Kantro: Best returns often coincide with rising expectations and risk-on leadership

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Hanna Syniavska

23.10.2026

Michael Kantro: Best returns often coincide with rising expectations and risk-on leadership — Returns rise as expectations improve

Michael Kantro said that the best returns, coupled with the most risk-on leadership—characterized by higher beta and lower quality—usually take place during periods when expectations are improving. He cited this pattern as evident since mid 2025.

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Kantro previously noted that corporate margins are surging as both cyclical and secular forces influence results, with gains extending beyond large-cap firms /news/market-voices/show/3769561-corporate-margins-rise-forces/. He also reported that the S&P 500 Macro Select index has climbed about 30% year to date, outpacing both the cap-weighted and equal-weighted indices /news/market-voices/show/3795499-sp500-macro-select-performance/. These developments provide additional context to the recent trend in risk-on market leadership.

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