Quarterly Insights Pt. 4: The Path Forward Q4 2025
After three consecutive years of double-digit returns, investors will rightfully be asking about the chances of a “four-peat.” History offers some precedent—domestic equities posted a nine-year winning streak during the technology boom and later registered eight successive years of growth following the Great Financial Crisis of 2009—but the odds of another year of such gains […]
Quarterly Insights Pt. 3: Fixed Income Q4 2025
With the Bank of Japan standing out as a notable exception, most central banks lowered short‑term interest rates in 2025. Tension between a slowing labor market and stubborn inflation has made each decision harder to calibrate for the U.S. Federal Reserve, however, and fixed income markets have taken notice. Far from unanimous, the year-end interest […]
Quarterly Insights Pt. 2: Global Equities Q4 2025
Wall Street has an adage that stocks must “climb a wall of worry,” and 2025 was a tall one. Trade policy, AI profitability, a government shutdown, and geopolitical flashpoints dampened sentiment, yet global stock markets still delivered double‑digit returns. Timing the market is no easy task. Global equities were fueled by tariff rates that proved […]
Quarterly Insights Pt. 1: Market Stories Q4 2025
North American equities capped off a third consecutive year of double-digit returns, while U.S. bonds delivered one of their strongest performances in recent memory. Trade tensions simmered throughout the year, recession fears lingered, and geopolitical conflicts persisted. Despite these headwinds—or perhaps investors learned to look past them—markets climbed steadily higher. The North American economy surprised […]
Market Outlook Q3 2025: Gold, AI Stocks, Rate Cuts
North American economies are beginning to lag, inflation has re-entered the conversation, and geopolitical flare-ups remain. Despite the headlines, global stock markets delivered another exceptional quarter as technology’s boom and lower interest rates preoccupied investors. The S&P 500 in particular recorded its best third quarter since 2020, marking a sharp rebound from April’s tariff-induced sell-off. […]