2025 Q3 Market Review
The third quarter of 2025 saw global financial markets continue their upward trajectory, extending the recovery that began in the second quarter following a turbulent start to the year. Equities, led by the technology sector, posted solid gains, while bond markets remained relatively stable despite continued upward pressure on long-end yields. Geopolitical and trade uncertainties, […]
2025 Q2 Market Review
Markets Rebound in Q2 as Tech Powers Ahead and Inflation Cools U.S. equities bounced back in the second quarter, reversing some of the first quarter’s weakness, when the S&P 500, Nasdaq, and Russell 2000 suffered their worst performances in nearly three years. Investors found encouragement in a range of bullish catalysts, including signs of easing […]
2025 Q1 Market Review
Markets Wobble as Economic Growth and Inflation Concerns Rattle Investors The S&P 500 fell 4.6% during the quarter, while the MSCI All-Country World Index fell nearly 1%, and the Bloomberg Global Aggregate Bond Index rose 2.6%, as concerns over U.S. economic growth and persistent inflation drove investors to markets outside the U.S. Investors exited richly […]
2024 Q4 Market Review
The S & P 500® was up 2.5% during the quarter, the MSCI All-Country World Index® declined by -0.8% and the Bloomberg Global Aggregate Bond Index declined by -5.1% as economic strength and sticky inflation in the US put upward pressure on US interest rates which reverberated across equity and bond markets around the World. […]
2024 Q3 Market Review
Another quarter, another record high. The S & P 500® was up 5.8% during the quarter, the MSCI All-Country World Index® returned 6.4% and the Bloomberg Global Aggregate Bond Index rose by 7.0% as US Federal Reserve lowered the target Federal Funds rate for the first time in four years at their September meeting by […]
2024 Q2 Market Review
The quarter started with a modest pullback in April but ended with a record rally that enabled the equity market to reach multiple new highs in June. The S & P 500® was up 3.9% during the quarter, the MSCI All-Country World Index® returned 2.9% and the Bloomberg Global Aggregate Bond Index declined by 1.1% […]