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Q4 2025 Market Commentary

Equity Markets U.S. Equities Despite headwinds from multiple directions, including softening enthusiasm around artificial intelligence, a weakening[…]

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Q3 2025 Market Commentary

Equity Markets U.S. Equities U.S. stocks extended their rally in Q3, led by technology and rebounding from[…]

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Q2 2025 Market Commentary

Q2 2025 Market Commentary: Equities, Tariffs & Fixed-Income Outlook Domestic Equities At first glance, the 2nd quarter[…]

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Q1 2025 Market Commentary

Domestic Equities U.S. equity markets posted steep declines in the first quarter of 2025, rattled by escalating[…]

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Q4 2024 Market Commentary

Domestic Equities U.S. equity markets experienced broad gains in the fourth quarter, marked by significant shifts in[…]

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Q3 2024 Market Commentary

Global equity markets sustained their upward trajectory in the third quarter, although the ride was bumpier than[…]

Q2 2024

Q2 2024 Market Commentary

The economic momentum from the first quarter of 2024 continued into the second, resulting in another positive[…]

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Q1 2024 Market Commentary

Global asset class performance in the first quarter of 2024 diverged after a strong rally in the[…]

Q4 2023

Q4 2023 Market Commentary

After a shaky start to the quarter, US equities experienced a significant rally following the Federal Reserve’s[…]

Q3 2023

Q3 2023 Market Commentary

The third quarter of 2023 saw the euphoric optimism that propelled the “Magnificent Seven” stocks and broad[…]