As we enter the fourth quarter of the “Year of the Tariff”, equity markets continue to establish record highs, helping portfolio values achieve new high-water marks. The euphoria from the current bull run makes it hard to believe that it was only two quarters ago when...
The historic market volatility observed during the most recent quarter induced flashbacks of market patterns and uncertainties that were associated with the initial outbreak of COVID-19 over five years ago. Following the “Liberation Day” tariff announcement, equity...
As markets pulled back from all-time highs during the first quarter, the move was viewed as part of a healthy trading pattern amid stretched valuations in an overbought environment. The calm softening in market sentiment, however, did little to prepare us for what...
Prior to closing out an amazing year for equity markets in 2024, questions quickly emerged regarding 2025 capital market expectations. It felt like putting up Holiday decorations before Thanksgiving, as everyone was eager to know what comes next, especially with the...
U.S. equity markets maintained their bullish stance throughout the third quarter, holding steadily near all-time highs. Despite being in what we consider overbought territory, a combination of factors continues to sustain positive market sentiment. The...
