After a strong start to the year, markets retreated in a volatile March behind concerns around the conflict with Iran, the impact of higher oil...
First Quarter 2026 Market Overview
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Fourth Quarter 2025 Market Overview
International and Emerging Markets stocks were the best performers for Q4 and the full year, aided by a decline in the US dollar of about 9%, but...
Third Quarter 2025 Market Overview
Markets continued to rally in the third quarter with stocks and bonds alike enjoying positive returns. Continued investment into AI, such as the $40...
Second Quarter 2025 Market Overview
Mounting concerns around the impact of escalating tariff policies on inflation and weakening economic data drove a negative first quarter for US...
First Quarter 2025 Market Overview
The first quarter of 2025 saw more than its fair share of volatility, with the S&P 500 hitting an all-time high on February 19th, before having...
Fourth Quarter 2024 Market Overview
2024 saw its share of volatility, but markets were positive overall, albeit lower than they were before December’s correction. On December 18th,the...
Third Quarter 2024 Market Overview
In spite of all the uncertainty and challenges going on this year – major wars, inflation, and an extremely contentious election – markets of all...
Second Quarter 2024 Market Overview
Markets were mixed in the second quarter, as concerns remain that persistent inflation will lead to interest rates being “higher for longer.” US...
First Quarter 2024 Market Overview
The market rally from the fourth quarter of last year continued in the first quarter. The big picture for markets remains more or less the same; the...
Fourth Quarter 2023 Market Overview
2023 was a year that defied expectations. With inflation roaring and the Fed enacting the fastest rate hike cycle in 40 years, the general consensus...