AI, Deflation, and the Next Economic Chapter
At Riverbridge, it is our mission to deliver investment strategies that endure, and to help our clients Invest With Endurance.
Conflict, Uncertainty, and the Resilience of Fixed Income
The fourth quarter of 2025 marked the return of a more normal upward-sloping bond yield curve.
Geopolitics, Uncertainty, and Resilient Fundamentals
For the third consecutive year, the S&P 500 index delivered investors double-digit returns.
Resilient Economy and Corporate Earnings Deliver Third Straight Year of Strong Returns
For the third consecutive year, the S&P 500 index delivered investors double-digit returns.
Fed Easing Lays the Groundwork for Improved Fixed Income Returns
The fourth quarter of 2025 marked the return of a more normal upward-sloping bond yield curve.
Year-End Letter From Our Chief Investment Officer
At Riverbridge, it is our mission to deliver investment strategies that endure, and to help our clients Invest With Endurance.
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%.