Insights and Commentary…
Monthly Market Insights: November 2025
US stocks rose again in October, with AI-linked mega-cap stocks continuing to lead the rally. Resilient corporate earnings bolstered sentiment, but a more hawkish-than-expected Fed and an unprecedentedly prolonged government shutdown keep policy risk elevated. We remain constructive into year-end while emphasizing disciplined diversification.
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Monthly Market Insights: October 2025
US equities continued their rally in September, buoyed by a dovish pivot from the Federal Reserve and broadening market participation. As we enter October, a federal government shutdown adds a fresh layer of policy risk, reinforcing our case for disciplined positioning and broad diversification.
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Monthly Market Insights: September 2025
US equities gained in August, supported by robust corporate earnings, while sector leadership rotated away from Technology toward Materials and Healthcare. AI-linked stocks lost momentum as earnings misses, an underwhelming ChatGPT-5 release, and an MIT study citing limited return on investment from enterprise AI pilots to date temporarily tempered enthusiasm. Political risk also rose as […]
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Monthly Market Insights: August 2025
A solid start to earnings season, relatively resilient economic data, and a slew of trade deals at the end of the month created enough positive rhetoric for US equities to achieve positive returns in July. However, trade policy risks remain a significant overhang for markets, and recent data signals towards a slowdown in the economy, […]
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2025 Mid-Year Market Review & Outlook
In our 2025 Mid-Year Market Review and Outlook video, we discuss critical themes affecting investment strategies and market developments for the second half of the year. We delve into Trump’s tariff policies and their unexpected impacts, inflation trends and Federal Reserve policy, the continued outperformance of U.S. markets, the growing influence of artificial intelligence, and […]
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Monthly Market Insights: July 2025
June’s equity rally put US large-caps back at record highs, with the Nasdaq up 6.6% and the S&P 500 nearly 5%. Yet with valuation metrics elevated, long-term tariff impacts unclear, and cracks developing in what has been a resilient labor market, we believe investors should prepare for further volatility and stay diversified.
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