Market Review – May 2025
May brought a welcome change in tone, both in the weather and the markets, as the warmth of spring settled across North America. The initial jolt from April’s tariff announcements faded into more tempered discussions and signs of de-escalation.
Market Review – April 2025
Weaker economic data, a patient Fed and shifting policy dynamics fueled slowdown fears triggering a broad selloff of U.S. equities, with defensive sectors outperforming.
Market Review – March 2025
Weaker economic data, a patient Fed and shifting policy dynamics fueled slowdown fears triggering a broad selloff of U.S. equities, with defensive sectors outperforming.
Market Review – February 2025
Weaker economic data, a patient Fed and shifting policy dynamics fueled slowdown fears triggering a broad selloff of U.S. equities, with defensive sectors outperforming.
Market Review – January 2025
Markets rallied in November giving investors plenty for which to be thankful.
Market Review – November 2024
Markets rallied in November giving investors plenty for which to be thankful.
Market Review – October 2024
Markets rallied in November giving investors plenty for which to be thankful.
Market Review – September 2024
Markets rallied in November giving investors plenty for which to be thankful.
Market Review – July 2024
Markets rallied in November giving investors plenty for which to be thankful.
2024 Outlook
Prepare Not Predict
Last year we penned our cautiously optimistic outlook, Goodbye Tina, with three primary themes that would influence asset prices in 2023. By and large, our expectations came to fruition.