Monthly Market Updates

December saw broad negative performance across asset classes with the exception of commodities. Markets pulled back from their November rally as a result of uncertainties around the new incoming administration, rising treasury yields, and potentially some impacts from...

November saw broad positive performance across all asset classes. Markets responded favorably to election outcomes, with equity markets reaching new all-time highs and small cap companies seeing the most impressive returns. “Although widely debated, the actual impact...

October saw broad negative performance across most asset classes, with some resilience in select commodity sectors. Key drivers of market volatility included presidential election uncertainties, renewed inflationary concerns, and rising bond yields, which placed...

September saw strong performance across most asset classes with the exception of certain alternative sectors. The start of a rate-cutting cycle, highlighted by an aggressive 50-basis-point reduction in the federal funds rate, boosted market sentiment. This fueled...

August was marked by heightened market volatility, driven by a series of economic surprises and geopolitical concerns, and intensifying recession fears as evidenced by a flight to safety in bonds and corresponding dip in yields. Yet, by the end of the month, markets...

In July, rising unemployment and a cooling labor market, coupled with lower trending treasury yields and indications from the Federal Reserve of possible rate cuts in their upcoming September meeting led to overall positive performance across asset classes, with the...

The month of June saw rising unemployment and a cooling of labor markets, coupled with treasury yields trending lower, resulting in mixed returns across the broad markets. Most equities, including small and mid caps, experienced negative returns while large caps and...

In May, we witnessed a substantial rebound across the broad markets, marking a notable turnaround from April's selloff. Equity markets in particular spearheaded the recovery, while alternatives (represented by the S&P GSCI Index), which previously led the way in...

In April, we witnessed a sizeable retreat throughout the broad markets, signaling a pause in the optimistic rally we’ve observed thus far this year, particularly in the equity markets. This pull-back comes amidst heightened investor concerns with the near-term market...

March exhibited strong returns across major asset classes, with the recent rally propelling the S&P 500 index and several other major equity indexes to reach new all-time highs to close out the month. All major asset classes saw positive returns for the month with...