Monthly Market Updates

Markets declined broadly in March and into the beginning of April as investors digested the potential economic implications of newly announced tariffs by the Trump administration. The S&P 500 dropped -5.63%, the Dow Jones Industrial Average fell -4.13%, and the...

Uncertainty among investors continued throughout February, primarily in response to continued economic doubts, difficulty in predicting the final tariff policies to be implemented, and the resurfacing of recession fears. Equity markets declined for the month across...

Advancements in the AI industry sent shockwaves through equity markets. However, despite the turbulence, markets recovered from their pull back in December as we saw broad positive performance across all major asset classes to close out January. Strong earnings from...

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...