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Our team of investment professionals regularly creates and distributes educational materials delivering timely data, perspectives, and insight on the markets and related topics.

Research Review: Fourth Quarter 2024

January 23, 2025

For the calendar year, most major asset classes and sub-asset categories generated positive returns. Gains continued to remain concentrated within domestic equi… Read More

Research Review: November 2024

December 19, 2024

Following the U.S. presidential election on November 5, performance across the financial markets reflected the view that the second Trump presidency would overw… Read More

Research Review: October 2024

November 14, 2024

Significant reversals were observed in October, as the U.S. presidential election betting odds shifted to an outcome that ultimately materialized as Donald Trum… Read More

Research Review: Third Quarter 2024

October 17, 2024

Despite an intra-quarter spike in volatility, investors embraced an “everything rally” by the end of September. Gains were supported by a reversal in the restri… Read More

Research Review: August 2024

September 19, 2024

Similar to the recent mixed messages from various key economic data sets, the financial markets displayed continued disparate signals in August, a dynamic likel… Read More

Research Review: July 2024

August 20, 2024

The first month of the third quarter presented global asset allocators with several important thematic market shifts, including a pullback across the “Magnifice… Read More

Research Review: Second Quarter 2024

July 16, 2024

The second quarter was dominated by a quickly shifting global macroeconomic picture with certain financial market themes remaining firmly in place. The most not… Read More

Research Review: May 2024

June 18, 2024

Following a bumpy April in which many key sectors across the financial markets faced performance headwinds amid a backup in interest rates, May brought a revers… Read More

Research Review: April 2024

May 20, 2024

Upside inflationary surprises helped drive a pullback across the financial markets in April, as interest rates and the U.S. dollar (USD) climbed higher amid a f… Read More

Research Review: First Quarter 2024

April 17, 2024

Risk takers, particularly those with a domestic orientation, were handsomely rewarded in the first quarter of 2024 as U.S. large cap stocks—i.e., S&P 500 In… Read More

Research Review: February 2024

March 18, 2024

Performance across the financial markets remained mixed in February for the second consecutive month, with some data released during the month suggesting a pote… Read More

Research Review: January 2024

March 9, 2024

On the heels of positive performance across most global asset classes and categories in the fourth quarter of 2023, the first month of 2024 presented investors … Read More

Research Review: Fourth Quarter 2023

January 18, 2024

Strong performance tailwinds that supported the financial markets in November persisted in December, punctuating a year marked by performance gains out of nearl… Read More

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