Market Insights

We take a look back at Q2 and delve into what drove different subsets of the market. Then we comment on the quarter to date.

Markets rallied to start the year then retreated, we share our perspective.

Markets got off to a good start in 2025, we share our take.

Markets faced uncertainty heading into the election, we share our take and thoughts on the outcome.

The Fed cut rates and markets responded in September, we share our recap.