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Quarterly Commentary
Each quarter, we share insights into how we think and how we apply our investment philosophy.
Latest Quarterly Commentary
Equity Market Commentary
Q4 2025
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.
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Fixed Income Market Commentary
Q4 2025
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.
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Year-End Letter
2025
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.
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Additional Quarterly Commentary
Equity Market Commentary
Q3 2025
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.
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Fixed Income Market Commentary
Q3 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.
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Quarterly Article
Q3 2025
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.”
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Equity Market Commentary
Q2 2025
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%.
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Fixed Income Market Commentary
Q2 2025
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.
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Quarterly Article
Q2 2025
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.
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Equity Market Commentary
Q1 2025
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.
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Fixed Income Market Commentary
Q1 2025
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.
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Quarterly Article
Q1 2025
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.
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Equity Market Commentary
Q4 2025
Resilient Economy and Corporate Earnings Deliver Third Straight Year of Strong Returns
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