Third Quarter Defies Historical Trends as Investor Optimism Persists
Historically, investors have braced for the third quarter to be the most challenging stretch of the year. That familiar pattern did not hold in 2025.
Despite Tariff Tensions, Fixed Income Markets Strengthen as Fed Eases Policy
In Q3 2025, fixed income markets demonstrated resilience amid geopolitical tensions and tariff uncertainties.
Investing with Endurance in the GenAI Era
In 2019, professors Bradford Cornell and Aswath Damodaran published a research paper that coined the phrase “The Big Market Delusion.”
Second Quarter Ends Strong Despite Early Volatility
Investor emotions catalyzed one of the most remarkable quarters in recent memory. On the surface, the second quarter of 2025 was strong, with the S&P 500 gaining nearly 11%.
Fixed Income Market Performs as Expected Amid Tariffs, Providing a Cushion for Investors
As investors wrestle with tariffs and their potential adverse economic and market effects, bonds are outperforming stocks for the first time in five years.
When it Comes to AI, Enduring Value Lies Beyond the Infrastructure
After a brief pause, equity investors returned to the well of AI in the second quarter.
Tariffs Provide Opportunity For Companies To Demonstrate Adaptability and Resiliency
Tariffs have prompted market volatility as investors attempt to parse the potential implications on inflation, supply chains, corporate profits, interest rates, and economic growth.
Despite Early Volatility, Fixed Income Markets Demonstrated Resilience
In the second quarter of 2025, fixed income markets navigated a turbulent landscape dominated by the White House’s shifting tariff policies.
Despite the Market’s Fixation on Tariffs, Long-Term Outlook for U.S. Markets Remains Positive
Markets can handle good news, and markets can handle bad news, but markets hate uncertainty. This adage, long recognized on Wall Street, accurately describes current investor sentiment.
S&P 500 Achieves 57 Record Closes Despite Volatility and Election Uncertainty
Catalyzed by a strong economy, cooling inflation, and excitement around artificial intelligence, the equity market posted an impressive year, returning nearly 25%. 2024 marked the second consecutive year of 20%+ returns—the first such streak since the late 1990s.