Commentary 3Q 2025
In the third quarter, the familiar story of big tech’s supremacy played out once again, fueled by investors’ rush toward artificial intelligence (AI) exposed opportunities.
Commentary Q2 2025
We entered the second quarter with an already tariff-leery stock market having sold off 9% from the February highs.
Commentary Q1 2025
“Elections have consequences.” This axiom has never rung truer on Wall Street than it has in recent months.
Commentary Q4 2024
The most consequential event of the fourth quarter was, undoubtedly, the U.S. presidential election, which saw a return to the White House for Donald Trump.
Q3 2024
Strong equity markets and declining interest rates as a consensus coalesced around the beginning of a Federal Reserve rate-cutting cycle.-
Q2 2024
While too early to declare victory, the historically elusive “soft landing” is becoming the base case for investors.
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