Q2 2025 Market Commentary

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...

Q1 2025 Market Commentary

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...