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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
Q2 2026
From Apprehension to Euphoria: Markets Rally on De-Escalation and AI Strength
Markets are often defined not by what happens, but by how sharply expectations change.
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Fixed Income Market Commentary
Q2 2026
Rates Swing as a New Fed Era Begins
Interest rates took a wild ride in the second quarter of 2026, climbing sharply in April and May as the Iran conflict kept oil prices elevated and the Strait of Hormuz closed.
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Quarterly Article
Q2 2026
The Quiet Majority Keeps Compounding
Markets are often at their most persuasive when they are at their narrowest. The story becomes easy to see, easy to repeat, and increasingly difficult to ignore.
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Additional Quarterly Commentary
Quarterly Article
Q1 2026
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.
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Fixed Income Market Commentary
Q1 2026
Uncertainty and the Resilience of Fixed Income
The fourth quarter of 2025 marked the return of a more normal upward-sloping bond yield curve.
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Equity Market Commentary
Q1 2026
Markets Volatile Amid Rising Uncertainty while Corporate Fundamentals Remain Resilient
For the third consecutive year, the S&P 500 index delivered investors double-digit returns.
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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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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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Client Login
About Us
Our Firm
Our Team
Our Purpose, Mission, & Culture
Who We Serve
Institutions & Consultants
Advisors & Intermediaries
Individuals & Families
How We Invest
Equity Investments
Income Investments
Strategies & Funds
All Strategies
Equity Strategies
All Cap Growth
Small Cap Growth
Smid Cap Growth
Large Cap Growth
Concentrated Growth
Growth & Income
Income Strategies
Tax Aware Enhanced Income
Enhanced Income
Mutual Fund
The Riverbridge Growth Fund
Insights
Quarterly Commentary
Ideas & Foundations
Equity Market Commentary
Q2 2026
From Apprehension to Euphoria: Markets Rally on De-Escalation and AI Strength
Learn More