Key Takeaways For the past few quarters, this Capital Market Review has focused primarily on stocks, particularly how diversification has returned as international and smaller U.S. companies have outperformed large-cap technology stocks. While diversification continues to benefit portfolios, it is...
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...
Key Takeaways In keeping with the theme of Spotify (or Apple Music) year-end wrap-ups, I reviewed articles and notes I saved throughout the past twelve months. Like in previous years, I am once again surprised that events that were significant...
Key Takeaways Before we get into how markets performed last quarter and year to date, let’s take a moment to remember a few significant events that have occurred in 2024: Despite these seemingly adverse events, global equity markets have increased...
Following last week’s job report, which showed the labor market was beginning to lose momentum, investors globally began to rethink expectations around recession probability. On the positive side, the unemployment rate remains near historic lows at 4.3%, recent ISM services...
