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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

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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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Additional Quarterly Commentary

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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 2024

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.

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Fixed Income Market Commentary

Q4 2024

Fixed Income Market Sees Reversal Amid Economic Data and Policy Expectations

The fixed income market experienced a reversal in fortunes during the fourth quarter of 2024. Better-than-expected economic data, a slower decline in inflation, and high expectations about the incoming Trump administration’s policies drove bond yields higher.

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Quarterly Article

Q4 2024

Healthcare’s Challenges Present Significant Opportunities for Investors

Healthcare has been a broadly disappointing sector for investors in recent years. Unsurprisingly, many of the largest and longest-lasting impacts of the COVID-19 pandemic have been concentrated in the industry, from nurse and physician shortages, to unpredictable utilization of healthcare services, to a volatile biotech and life sciences funding environment.

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Equity Market Commentary

Q3 2024

Market Dynamics Shift: Small Caps Regain Leadership as the Fed Cuts Rates Aggressively

The oft-treacherous summer months could not dampen investors’ spirits in the third quarter of 2024. All major indices advanced—closing at or near record highs—propelled by continued impressive corporate earnings and a larger-than-previously-expected interest rate cut by the Fed.

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Fixed Income Market Commentary

Q3 2024

Fed Rate Cuts Signals a New Economic Landscape

The third quarter marked a seminal pivot point for the financial markets, as the Fed officially concluded its tightening cycle that began in 2022 by cutting interest rates.

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Quarterly Article

Q3 2024

Will AI take my job?

The most common question we receive about artificial intelligence is unrelated to investments: “Will A.I. take my job?” Given Hollywood’s tendency to cast an AI future in a negative light (think Terminator, I, Robot, The Matrix, and Wargames), it is not surprising that our collective thoughts trend toward pessimism.

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