Market commentary

01.30.2025

A ROUND OF APPLAUSE FOR 2024! DO WE GET AN ENCORE?

Monthly market commentary

MARKET UPDATE: RECAP OF KEY TRENDS IN 2024 AND OUTLOOK ON WHAT IS AHEAD FOR 2025 While the 4th quarter was…

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01.08.2025

MARKET UPDATE: PRE-ELECTION INSIGHTS

Monthly market commentary

MARKET UPDATE: PRE-ELECTION INSIGHTS Both equity and fixed income markets broadly moved higher throughout the 3rd quarter, building on a…

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07.29.2024

MARKET UPDATE: A GREAT ROTATION?

Monthly market commentary

Markets broadly continued to trend higher throughout the second quarter and into the start of the third quarter, despite some…

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05.06.2024

MARKET UPDATE: ALL ABOUT INTEREST RATES

Monthly market commentary

Equity markets continued their advance throughout the 1st quarter of 2024 as the rally that started in October of last…

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01.25.2024

MARKET UPDATE: WHAT A DIFFERENCE A YEAR MAKES!

Monthly market commentary

Coming into 2023, market sentiment was broadly negative following the worst year for a diversified portfolio in 40 years. In…

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04.17.2023

MARKET UPDATE: ”THEY BROKE SOMETHING”

Monthly market commentary

Stocks saw major dispersion in the first quarter of 2023, with the Nasdaq rallying 17.1% for its best quarter since…

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02.10.2023

“Transient”?! – 2022 Inflation & Beyond

Monthly market commentary

As we reflect on the markets from 2022, we are forced to think back a bit further to the initial…

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10.14.2022

MARKET UPDATE: “THE BEST TIME TO PLANT A TREE W...

Monthly market commentary

As we witnessed the most significant drawdown in wealth since the 2008 financial crisis, the first three quarters of 2022…

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