January 2026
After a major disruption in the first quarter of 2025 due to the disjointed tariff rollout, equity markets resumed their upward progress and finished the year in impressive fashion. For the time being, earnings growth is strong, and we seem to be on the verge of more fiscal and monetary stimulus to keep the party going, at least for now.
Read Full Story
October 2025
In the midst of what some may consider historic levels of uncertainty, global stocks powered to new highs once again in the third quarter. Questions abound as we enter the fourth quarter of 2025.
Read Full Story
July 2025
The second quarter of 2025 was marked by significant legislative, economic, and market developments with broad implications for investors.
Read Full Story
April 2025
For years, tariffs have lingered in the background of political and economic discussions, familiar, but rarely front and center. Recently, however, they’ve surged into the spotlight, becoming the dominant concern for investors across the globe.
Read Full Story
March 2025
The U.S. stock market has seen higher than normal volatility during the first quarter of 2025 as investors assess President Trump’s policy implementation, developments in the artificial intelligence landscape, and mixed progress on inflation. Here we provide some additional insight into the key drivers of performance in the major market segments.
Read Full Story