Investment Commentary | May 2025
May saw markets rebound as tech and consumer stocks surged, offsetting bond losses and debt concerns. International equities outpaced U.S. gains, while gold cooled but remained a top performer.
Investment Commentary | April 2025
April brought renewed market swings as tariffs and tumbling oil prices rattled investors. While energy lagged, tech and international stocks helped offset broader weakness, with gold gaining on safe-haven demand.
Investment Commentary | March 2025
Markets declined sharply in March as rising tariffs, inflation concerns, and global unrest fueled widespread volatility. Investors turned defensive, with energy and precious metals leading performance amid heightened caution.
Investment Commentary | February 2025
February brought market volatility as trade tensions, layoffs, and inflation concerns grew. Some sectors held strong, but uncertainty looms. Is stagflation ahead?
Investment Commentary | November 2024
November brought plenty for investors to celebrate, with strong S&P 500 gains driven by Fed rate cuts and election outcomes.
Investment Commentary | October 2024
October markets started strong but ended with volatility driven by AI concerns, small-cap losses, and global pressures, while precious metals held steady.
Investment Commentary | September 2024
September brought market resilience amid volatility, with the S&P 500 rising and emerging markets outperforming, driven by economic shifts and global events.
Market Memo | August 2024
August's market volatility, driven by tech stock concerns and economic uncertainty, has investors bracing for rate cuts and geopolitical risks ahead of election season.
Market Memo | July 2024
Amid global focus on the Paris Olympic Games, July saw the S&P 500's positive returns for the third consecutive month, despite economic challenges and market volatility.
Market Memo | September 2023
Fall is in the air, and the US stock market has taken its cue, with the S&P 500 index posting the worst month this year, falling 4.77%. Bonds were not much better, falling 2.54% for the month.