Key Insights The first quarter was marked by diverse market drivers, including geopolitical risks in Venezuela and Iran, volatility from White House commentary, Supreme Court decisions on tariffs, and the divide between AI winners and losers. By the end of...
As a director of research and an investment advisor, writing quarterly commentaries can sometimes be a difficult task. There are only so many ways to say that large U.S. technology companies continue to lead the market. Investors should focus on...
Key Takeaways Diversification remains the theme of the year. International stocks continue to outpace their U.S. counterparts, although U.S. stocks performed slightly better than their international peers last quarter. After quite a few years of lagging returns, U.S. small-cap stocks...
Key Takeaways from 2Q2025 The first half of 2025 has been anything but boring. Stocks, as measured by the S&P 500 Index, rose through the first six weeks of the year, closing at an all-time high on February 19th. The...
Key Takeaways from 1Q 2025 As we approached the end of the first quarter, I began to gather my thoughts for the upcoming review. The main theme would be “The Return of Diversification.” Over the past two-plus years, the Magnificent...
