Q4 Update: How Distance Changes Your View of Volatility
Imagine you happened to be on holiday during the market’s latest bout of volatility—far from the headlines, the China-tariff “will they/won’t they” updates, and the daily swings that tend to dominate the news cycle. Chances are, you wouldn’t have felt the turbulence nearly as sharply. In fact, that distance is often one of the most […]
Market Review Slides – 4th Quarter 2025
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report concludes with a quarterly topic. To read more, click here.
Q3 Update: U.S. Assets Surge as Rate Cuts Fuel Growth
Markets wrapped up Q3 on a strong note, with September delivering gains across global stocks and bonds. U.S. assets led the charge, outperforming their developed-market peers thanks to resilient consumer spending and continued strength in technology. The Fed reignited its rate-cut cycle on September 17, fueling a rally in U.S. equities. The S&P 500 hit […]
Market Review Slides – 3rd Quarter 2025
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report concludes with a quarterly topic. To read more, click here.
2nd Quarter Update: Resilience, Recovery, & Opportunities Ahead
Global markets had a strong second quarter, bouncing back from early losses to finish in solidly positive territory. U.S. bonds also rallied in June, helping deliver a gain for the quarter. Looking forward, we see both risk and opportunity in the investment markets. Long-term, we are bullish on stocks across the globe. Our enthusiasm for […]
Market Review Slides – 2nd Quarter 2025
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report concludes with a quarterly topic. To read more, click here.
Weathering the Dip: How Diversification Delivered in Q1
U.S. stocks as measured by the S&P 500 Index experienced a sharp decline in March, posting their worst quarterly performance since 2022 with a drop of 4.3%. In contrast, international equities performed well in the first quarter with developed markets gaining 6.2% – including strong returns from Spain (+17%) and Germany (+16%) – while emerging […]
Market Review Slides – 1st Quarter 2025
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report concludes with a quarterly topic. To read more, click here.
Quarterly Review & Outlook: Insights on Taxes, Tariffs, & Market Trends
The stock market was once again led by a strong performance from large U.S. stocks while small U.S. stocks and international stocks saw single-digit gains. The valuations continue to widen between these asset classes. The 10-Year U.S. Treasury bond yield closed the year on an upswing to 4.6%. Two Fed-fund rate cuts are expected in […]
Market Review Slides – 4th Quarter 2024
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report concludes with a quarterly topic. To read more, click here.