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Category
Market Volatility and Recovery: A Year-to-Date Reflection
06/05/2025Monthly Market Summary The S&P 500 Index returned +6.3%, its strongest 1-month return since November 2023. Large Cap Growth stocks led the rally, with the Nasdaq 100 and Russell 1000 Growth...
Rising Policy Uncertainty Leads to Increased Market Volatility
05/07/2025Monthly Market Summary The S&P 500 Index returned -0.9%, outperforming the Russell 2000 Index’s -2.3% return. Technology was the top-performing S&P 500 sector, followed by Consumer...
Key Updates on the Economy & Markets
03/24/2025Key Updates on the Economy & Markets The major development in 3Q24 was the Federal Reserve’s decision to cut interest rates by -0.50%, the first rate cut of this cycle. It came as the Fed...
The Market Navigates Economic and Policy Uncertainty in February
03/04/2025Monthly Market Summary The S&P 500 Index returned -1.3%, outperforming the Russell 2000 Index’s -5.2% return. Six of the eleven S&P 500 sectors traded higher, led by defensive...
Stocks Rally as Market Leadership Shifts in Early 2025
02/05/2025Monthly Market Summary ▪ The S&P 500 Index returned +2.7%, marginally outperforming the Russell 2000 Index’s +2.5% return. Seven of the eleven S&P 500 sectors outperformed the index,...
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